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 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 $432B AUM 30.22% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JAA

Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return

Wealthspire Advisors (New York)'s CVLC Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 1.3% in Q1 2026, buying an estimated $799K and bringing the position to 769,423 shares worth $61.6M. The position accounts for 0.48% of the portfolio, ranked #38.

Wealthspire Advisors (New York) first reported a position in CVLC in Q2 2025 and has held it in 4 quarters since. The position peaked at $64M in Q4 2025. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

Wealthspire Advisors (New York) held 769,423 shares of Calvert US Large-Cap Core Responsible Index ETF worth $61.6M as of Q1 2026.
Wealthspire Advisors (New York) bought 9,519 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $799K.
Calvert US Large-Cap Core Responsible Index ETF made up 0.48% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #38 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 4 quarters since.
Wealthspire Advisors (New York)'s Calvert US Large-Cap Core Responsible Index ETF position peaked at $64M in Q4 2025.
74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.