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Orion Portfolio Solutions’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Orion Portfolio Solutions’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.07M Sell
15,525
-2,599
-14% -$190K 0.01% 1053
2024
Q4 		$1.33M Sell
18,124
-906
-5% -$66.8K 0.01% 900
2024
Q3 		$1.36M Sell
19,030
-1,605
-8% -$111K 0.01% 883
2024
Q2 		$1.4M Sell
20,635
-4,122
-17% -$269K 0.01% 818
2024
Q1 		$1.62M Sell
24,757
-2,295
-8% -$143K 0.02% 758
2023
Q4 		$1.61M Buy
27,052
+2,366
+10% +$131K 0.02% 737
2023
Q3 		$1.31M Buy
+24,686
New +$1.37M 0.02% 799

Other funds holding CVLC

SIF
State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Orion Portfolio Solutions's CVLC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 14% in Q1 2025, selling an estimated $190K and leaving 15,525 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1053.

Orion Portfolio Solutions first reported a position in CVLC in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.62M in Q1 2024. 50 funds tracked by Wall St. Rank hold CVLC as of Q1 2025.

  • Orion Portfolio Solutions held 15,525 shares of Calvert US Large-Cap Core Responsible Index ETF worth $1.07M as of Q1 2025.
  • Orion Portfolio Solutions sold 2,599 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2025, an estimated $190K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1053 holding.
  • Orion Portfolio Solutions first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2023 and has held it in 7 quarters since.
  • Orion Portfolio Solutions's Calvert US Large-Cap Core Responsible Index ETF position peaked at $1.62M in Q1 2024.
  • 50 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.