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Etf Calvert Us Mid-cap Core shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of Etf Calvert Us Mid-cap Core (CVMC) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in Etf Calvert Us Mid-cap Core

Tip: Access up to 7 years of quarterly data

All positions including Etf Calvert Us Mid-cap Core held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Calvert Us Mid-cap Core by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 3.5k 63.49
2025-06-30 $267k 4.4k 60.70
2025-03-31 $287k 5.1k 56.72

More positions owned by Collaborative Wealth Managment

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust Nuveen Ice High (HYMB)
Spdr Series Trust Portfoli S&p1500 (SPTM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Global X Fds Us Pfd Etf (PFFD)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)

View all positions for Collaborative Wealth Managment

Top funds holding Etf Calvert Us Mid-cap Core

Morgan Stanley
First Pacific Financial
Financial Engines Advisors L.L.C
LongView Asset Management
Archer Investment Management
Northwestern Mutual Wealth Management Company
Joel Adams & Associates
Summit Investment Advisors
CWM
Colorado Capital Management
Commonwealth Equity Services
Creative Planning
BBR Partners
Sandbox Financial Partners
Private Advisor

View all funds holding Etf Calvert Us Mid-cap Core