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Principal Securities’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Principal Securities’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
Q4 		– Sell
-790
Closed -$64.7K – 1808
2025
Q3 		$64.7K Buy
+790
New +$62.6K ﹤0.01% 1822

Other funds holding CVLC

SIF
State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities's CVLC Position: Q4 2025 in Review

Principal Securities sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q4 2025, closing a stake of 790 shares — an estimated $64.7K sold.

Principal Securities first reported a position in CVLC in Q3 2025 and held it in 1 quarter. The position peaked at $64.7K in Q3 2025. 73 funds tracked by Wall St. Rank hold CVLC as of Q4 2025.

  • Principal Securities reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 790 Calvert US Large-Cap Core Responsible Index ETF shares in Q4 2025, an estimated $64.7K.
  • Principal Securities first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's Calvert US Large-Cap Core Responsible Index ETF position peaked at $64.7K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.