PFG Investments’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

PFG Investments’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
2026 Q2	$1M	Buy	+10,603	New	+$959K	0.04%	394

Other funds holding CVLC

State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return

Fulcrum Capital Seattle, Washington $493M AUM 24.43% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

Entrust Financial Wayne, Pennsylvania $154M AUM

Kondo Wealth Advisors Pasadena, California $299M AUM 21.97% 1-Year Est. Return

PFG Investments's CVLC Position: Q2 2026 in Review

PFG Investments opened a new position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q2 2026: 10,603 shares worth $1M. The stake represents 0.04% of the portfolio and ranks #394 among its holdings.

23 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

PFG Investments held 10,603 shares of Calvert US Large-Cap Core Responsible Index ETF worth $1M as of Q2 2026.
Calvert US Large-Cap Core Responsible Index ETF was a new PFG Investments position in Q2 2026.
Calvert US Large-Cap Core Responsible Index ETF made up 0.04% of PFG Investments's portfolio in Q2 2026, its #394 holding.
23 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.