Raymond James Financial’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Raymond James Financial’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
2026 Q3	$11.5M	Buy	121,758 +1,921	+2%	+$183K	﹤0.01%	2002
2026 Q2	$11.3M	Buy	119,837 +10,769	+10%	+$974K	﹤0.01%	2042
2026 Q1	$8.73M	Buy	109,068 +13,066	+14%	+$1.1M	﹤0.01%	2132
2025 Q4	$8.09M	Buy	96,002 +4,924	+5%	+$411K	﹤0.01%	2139
2025 Q3	$7.46M	Buy	91,078 +6,377	+8%	+$505K	﹤0.01%	2154
2025 Q2	$6.48M	Sell	84,701 -23,807	-22%	-$1.68M	﹤0.01%	2193
2025 Q1	$7.48M	Sell	108,508 -3,634	-3%	-$266K	﹤0.01%	2028
2024 Q4	$8.22M	Buy	+112,142	New	+$8.27M	﹤0.01%	1993

Other funds holding CVLC

State Insurance Fund New York $255M AUM 15.6% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return

Joel Adams & Associates Asheville, North Carolina $158M AUM 8.2% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Raymond James Financial's CVLC Position: Q3 2026 in Review

Raymond James Financial increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 1.6% in Q3 2026, buying an estimated $183K and bringing the position to 121,758 shares worth $11.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Raymond James Financial first reported a position in CVLC in Q4 2024 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold CVLC as of Q3 2026.

Raymond James Financial held 121,758 shares of Calvert US Large-Cap Core Responsible Index ETF worth $11.5M as of Q3 2026.
Raymond James Financial bought 1,921 Calvert US Large-Cap Core Responsible Index ETF shares in Q3 2026, an estimated $183K.
Calvert US Large-Cap Core Responsible Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #2002 holding.
Raymond James Financial first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 8 quarters since.
89 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.