Wealthspire Advisors (New York)’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Wealthspire Advisors (New York)’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	$74M	Buy	782,924 +13,501	+2%	+$1.22M	0.41%	51
2026 Q1	$61.6M	Buy	769,423 +9,519	+1%	+$799K	0.48%	38
2025 Q4	$64M	Buy	759,904 +43,595	+6%	+$3.64M	0.51%	38
2025 Q3	$58.6M	Buy	716,309 +519,096	+263%	+$41.1M	0.31%	47
2025 Q2	$15.1M	Buy	+197,213	New	+$13.9M	0.08%	92

Other funds holding CVLC

SIF

State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

Wealthspire Advisors (New York)'s CVLC Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 1.8% in Q2 2026, buying an estimated $1.22M and bringing the position to 782,924 shares worth $74M. The position accounts for 0.41% of the portfolio, ranked #51.

Wealthspire Advisors (New York) first reported a position in CVLC in Q2 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Wealthspire Advisors (New York) held 782,924 shares of Calvert US Large-Cap Core Responsible Index ETF worth $74M as of Q2 2026.
Wealthspire Advisors (New York) bought 13,501 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $1.22M.
Calvert US Large-Cap Core Responsible Index ETF made up 0.41% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #51 holding.
Wealthspire Advisors (New York) first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2025 and has held it in 5 quarters since.
90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.