TCM
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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
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

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Triumph Capital Management's CVMC Position: Q2 2026 in Review

Triumph Capital Management held its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) position steady in Q2 2026 at 825 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #616.

Triumph Capital Management first reported a position in CVMC in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • Triumph Capital Management held 825 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $62.8K as of Q2 2026.
  • Triumph Capital Management left its Calvert US Mid-Cap Core Responsible Index ETF share count unchanged in Q2 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #616 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 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.