PFG Investments’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

PFG Investments’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	$1.42M	Buy	27,986 +15,470	+124%	+$784K	0.05%	304
2026 Q1	$633K	Buy	12,516 +164	+1%	+$8.33K	0.03%	512
2025 Q4	$627K	Buy	12,352 +147	+1%	+$7.46K	0.03%	486
2025 Q3	$619K	Buy	12,205 +1,229	+11%	+$62.4K	0.03%	486
2025 Q2	$556K	Buy	10,976 +5,003	+84%	+$254K	0.03%	486
2025 Q1	$302K	Buy	+5,973	New	+$303K	0.02%	704

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PFG Investments's CVSB Position: Q2 2026 in Review

PFG Investments increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 124% in Q2 2026, buying an estimated $784K and bringing the position to 27,986 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #304.

PFG Investments first reported a position in CVSB in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

PFG Investments held 27,986 shares of Calvert Ultra-Short Investment Grade ETF worth $1.42M as of Q2 2026.
PFG Investments bought 15,470 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $784K.
Calvert Ultra-Short Investment Grade ETF made up 0.05% of PFG Investments's portfolio in Q2 2026, its #304 holding.
PFG Investments first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2025 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

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