Sigma Planning Corp’s Calvert International Responsible Index ETF CVIE Stock Holding History

Sigma Planning Corp’s Portfolio CVIE Stock Details CVIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Buy	+11,984	New	+$970K	0.03%	590

Other funds holding CVIE

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sigma Planning Corp's CVIE Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Calvert International Responsible Index ETF (CVIE) in Q2 2026: 11,984 shares worth $1.02M. The stake represents 0.03% of the portfolio and ranks #590 among its holdings.

89 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Sigma Planning Corp held 11,984 shares of Calvert International Responsible Index ETF worth $1.02M as of Q2 2026.
Calvert International Responsible Index ETF was a new Sigma Planning Corp position in Q2 2026.
Calvert International Responsible Index ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #590 holding.
89 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.