Pathway Financial Advisors’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Pathway Financial Advisors’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 Q3	$289K	Buy	+3,966	New	+$302K	0.03%	115

Other funds holding CVMC

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Pathway Financial Advisors's CVMC Position: Q3 2026 in Review

Pathway Financial Advisors opened a new position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q3 2026: 3,966 shares worth $289K. The stake represents 0.03% of the portfolio and ranks #115 among its holdings.

9 funds tracked by Wall St. Rank hold CVMC as of Q3 2026.

Pathway Financial Advisors held 3,966 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $289K as of Q3 2026.
Calvert US Mid-Cap Core Responsible Index ETF was a new Pathway Financial Advisors position in Q3 2026.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.03% of Pathway Financial Advisors's portfolio in Q3 2026, its #115 holding.
9 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.