Kestra Advisory Services’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Kestra Advisory Services’s Portfolio CVSB Stock Details CVSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$403K	Buy	+7,968	New	+$404K	﹤0.01%	2507
2026 Q1	–	Sell	-5,085	Closed	-$258K	–	3391
2025 Q4	$258K	Buy	5,085 +793	+18%	+$40.3K	﹤0.01%	2663
2025 Q3	$218K	Buy	+4,292	New	+$218K	﹤0.01%	2684

Other funds holding CVSB

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

RSWA

Robinson Smith Wealth Advisors South Portland, Maine $167M AUM 21.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kestra Advisory Services's CVSB Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Calvert Ultra-Short Investment Grade ETF (CVSB) in Q2 2026: 7,968 shares worth $403K. The stake represents ﹤0.01% of the portfolio and ranks #2507 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in CVSB as recently as Q4 2025.

Kestra Advisory Services first reported a position in CVSB in Q3 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

Kestra Advisory Services held 7,968 shares of Calvert Ultra-Short Investment Grade ETF worth $403K as of Q2 2026.
Calvert Ultra-Short Investment Grade ETF was a new Kestra Advisory Services position in Q2 2026.
Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2507 holding.
Kestra Advisory Services first reported a position in Calvert Ultra-Short Investment Grade ETF in Q3 2025 and has held it in 3 quarters since.
18 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.