Prime Capital Investment Advisors’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Prime Capital Investment 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
2025 Q2	–	Sell	-8,480	Closed	-$481K	–	993
2025 Q1	$481K	Buy	+8,480	New	+$507K	0.01%	679

Other funds holding CVMC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FPF

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prime Capital Investment Advisors's CVMC Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q2 2025, closing a stake of 8,480 shares — an estimated $481K sold.

Prime Capital Investment Advisors first reported a position in CVMC in Q1 2025 and held it in 1 quarter. The position peaked at $481K in Q1 2025. 32 funds tracked by Wall St. Rank hold CVMC as of Q2 2025.

Prime Capital Investment Advisors reported no remaining Calvert US Mid-Cap Core Responsible Index ETF position as of Q2 2025 after selling out during the quarter.
Prime Capital Investment Advisors sold 8,480 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2025, an estimated $481K.
Prime Capital Investment Advisors first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2025 and held it in 1 quarter.
Prime Capital Investment Advisors's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $481K in Q1 2025.
32 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.