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Principal Securities’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Principal Securities’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
Q4 		– Sell
-407
Closed -$25.8K – 1810
2025
Q3 		$25.8K Buy
+407
New +$25.4K ﹤0.01% 2287

Other funds holding CVMC

Morgan Stanley
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Principal Securities's CVMC Position: Q4 2025 in Review

Principal Securities sold out of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q4 2025, closing a stake of 407 shares — an estimated $25.8K sold.

Principal Securities first reported a position in CVMC in Q3 2025 and held it in 1 quarter. The position peaked at $25.8K in Q3 2025. 43 funds tracked by Wall St. Rank hold CVMC as of Q4 2025.

  • Principal Securities reported no remaining Calvert US Mid-Cap Core Responsible Index ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 407 Calvert US Mid-Cap Core Responsible Index ETF shares in Q4 2025, an estimated $25.8K.
  • Principal Securities first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $25.8K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q4 2025.

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