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Kestra Advisory Services’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Kestra Advisory Services’s Portfolio CVMC Stock Details CVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-945
Closed -$60.6K – 3390
2025
Q4 		$60.6K Buy
+945
New +$60.2K ﹤0.01% 3817

Other funds holding CVMC

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
NBWM
North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kestra Advisory Services's CVMC Position: Q1 2026 in Review

Kestra Advisory Services sold out of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q1 2026, closing a stake of 945 shares — an estimated $60.6K sold.

Kestra Advisory Services first reported a position in CVMC in Q4 2025 and held it in 1 quarter. The position peaked at $60.6K in Q4 2025. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

  • Kestra Advisory Services reported no remaining Calvert US Mid-Cap Core Responsible Index ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 945 Calvert US Mid-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $60.6K.
  • Kestra Advisory Services first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $60.6K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.