Triumph Capital Management’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Triumph Capital Management’s Portfolio CVMC Stock Details CVMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$60.2K	Hold	825	–	–	0.01%	646
2026 Q2	$62.8K	Hold	825	–	–	0.01%	616
2026 Q1	$52.8K	Hold	825	–	–	0.01%	624
2025 Q4	$52.9K	Buy	+825	New	+$52.6K	0.01%	600

Other funds holding CVMC

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Triumph Capital Management's CVMC Position: Q3 2026 in Review

Triumph Capital Management held its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) position steady in Q3 2026 at 825 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #646.

Triumph Capital Management first reported a position in CVMC in Q4 2025 and has held it in 4 quarters since. The position peaked at $62.8K in Q2 2026. 46 funds tracked by Wall St. Rank hold CVMC as of Q3 2026.

Triumph Capital Management held 825 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $60.2K as of Q3 2026.
Triumph Capital Management left its Calvert US Mid-Cap Core Responsible Index ETF share count unchanged in Q3 2026.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #646 holding.
Triumph Capital Management first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2025 and has held it in 4 quarters since.
Triumph Capital Management's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $62.8K in Q2 2026.
46 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.