RDFA
CVSE

Ritter Daniher Financial Advisory’s Calvert US Select Equity ETF CVSE Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio CVSE Stock Details CVSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,616
Closed -$194K – 607
2025
Q3 		$194K Sell
2,616
-100
-4% -$7.27K 0.03% 165
2025
Q2 		$193K Hold
2,716
– – 0.05% 94
2025
Q1 		$175K Buy
+2,716
New +$184K 0.05% 88

Ritter Daniher Financial Advisory's CVSE Position: Q4 2025 in Review

Ritter Daniher Financial Advisory sold out of Calvert US Select Equity ETF (CVSE) in Q4 2025, closing a stake of 2,616 shares — an estimated $194K sold.

Ritter Daniher Financial Advisory first reported a position in CVSE in Q1 2025 and held it in 3 quarters. The position peaked at $194K in Q3 2025. 0 funds tracked by Wall St. Rank hold CVSE as of Q4 2025.

  • Ritter Daniher Financial Advisory reported no remaining Calvert US Select Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 2,616 Calvert US Select Equity ETF shares in Q4 2025, an estimated $194K.
  • Ritter Daniher Financial Advisory first reported a position in Calvert US Select Equity ETF in Q1 2025 and held it in 3 quarters.
  • Ritter Daniher Financial Advisory's Calvert US Select Equity ETF position peaked at $194K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Calvert US Select Equity ETF as of Q4 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.