UBS Group’s Calvert US Select Equity ETF CVSE Stock Holding History

UBS Group’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 Q3	–	Sell	-309	Closed	-$22K	–	10403
2025 Q2	$22K	Buy	309 +275	+809%	+$18.1K	﹤0.01%	8367
2025 Q1	$2.19K	Buy	+34	New	+$2.3K	﹤0.01%	9379

Other funds holding CVSE

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

UBS Group's CVSE Position: Q3 2025 in Review

UBS Group sold out of Calvert US Select Equity ETF (CVSE) in Q3 2025, closing a stake of 309 shares — an estimated $22K sold.

UBS Group first reported a position in CVSE in Q1 2025 and held it in 2 quarters. The position peaked at $22K in Q2 2025. 9 funds tracked by Wall St. Rank hold CVSE as of Q3 2025.

UBS Group reported no remaining Calvert US Select Equity ETF position as of Q3 2025 after selling out during the quarter.
UBS Group sold 309 Calvert US Select Equity ETF shares in Q3 2025, an estimated $22K.
UBS Group first reported a position in Calvert US Select Equity ETF in Q1 2025 and held it in 2 quarters.
UBS Group's Calvert US Select Equity ETF position peaked at $22K in Q2 2025.
9 funds tracked by Wall St. Rank held Calvert US Select Equity ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.