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Private Advisor Group’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Private Advisor Group’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
2026
Q2 		$692K Buy
9,087
+3,077
+51% +$219K ﹤0.01% 1572
2026
Q1 		$385K Sell
6,010
-283
-4% -$18.8K ﹤0.01% 2025
2025
Q4 		$404K Buy
6,293
+42
+0.7% +$2.68K ﹤0.01% 1965
2025
Q3 		$397K Buy
6,251
+356
+6% +$22.2K ﹤0.01% 1911
2025
Q2 		$358K Sell
5,895
-490
-8% -$28.1K ﹤0.01% 1874
2025
Q1 		$362K Buy
6,385
+116
+2% +$6.93K ﹤0.01% 1766
2024
Q4 		$372K Buy
6,269
+511
+9% +$31.3K ﹤0.01% 1742
2024
Q3 		$346K Buy
5,758
+712
+14% +$40.8K ﹤0.01% 1844
2024
Q2 		$278K Buy
+5,046
New +$280K ﹤0.01% 1944

Other funds holding CVMC

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Private Advisor Group's CVMC Position: Q2 2026 in Review

Private Advisor Group increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 51% in Q2 2026, buying an estimated $219K and bringing the position to 9,087 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Private Advisor Group first reported a position in CVMC in Q2 2024 and has held it in 9 quarters since. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • Private Advisor Group held 9,087 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $692K as of Q2 2026.
  • Private Advisor Group bought 3,077 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $219K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1572 holding.
  • Private Advisor Group first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q2 2024 and has held it in 9 quarters since.
  • 52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.