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Professional Financial Solutions’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Professional Financial Solutions’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 		$224K Buy
+4,430
New +$225K 0.17% 38

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Professional Financial Solutions's CVSB Position: Q2 2026 in Review

Professional Financial Solutions opened a new position in Calvert Ultra-Short Investment Grade ETF (CVSB) in Q2 2026: 4,430 shares worth $224K. The stake represents 0.17% of the portfolio and ranks #38 among its holdings.

49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Professional Financial Solutions held 4,430 shares of Calvert Ultra-Short Investment Grade ETF worth $224K as of Q2 2026.
  • Calvert Ultra-Short Investment Grade ETF was a new Professional Financial Solutions position in Q2 2026.
  • Calvert Ultra-Short Investment Grade ETF made up 0.17% of Professional Financial Solutions's portfolio in Q2 2026, its #38 holding.
  • 49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Professional Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.