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

Strategic Financial Planning’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
Q2 		– Sell
-55,578
Closed -$1.31M – 52
2026
Q1 		$1.31M Buy
+55,578
New +$4.66M 0.76% 24

Other funds holding CVLC

SIF
State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

Strategic Financial Planning's CVLC Position: Q2 2026 in Review

Strategic Financial Planning sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q2 2026, closing a stake of 55,578 shares — an estimated $1.31M sold.

Strategic Financial Planning first reported a position in CVLC in Q1 2026 and held it in 1 quarter. The position peaked at $1.31M in Q1 2026. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Strategic Financial Planning reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Planning sold 55,578 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $1.31M.
  • Strategic Financial Planning first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Planning's Calvert US Large-Cap Core Responsible Index ETF position peaked at $1.31M in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.