AWM
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Abound Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Abound Wealth Management’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-597
Closed -$44.6K – 1417
2026
Q1 		$44.6K Buy
+597
New +$46.8K 0.01% 264

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Abound Wealth Management's CSM Position: Q2 2026 in Review

Abound Wealth Management sold out of ProShares Large Cap Core Plus (CSM) in Q2 2026, closing a stake of 597 shares — an estimated $44.6K sold.

Abound Wealth Management first reported a position in CSM in Q1 2026 and held it in 1 quarter. The position peaked at $44.6K in Q1 2026. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • Abound Wealth Management reported no remaining ProShares Large Cap Core Plus position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 597 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $44.6K.
  • Abound Wealth Management first reported a position in ProShares Large Cap Core Plus in Q1 2026 and held it in 1 quarter.
  • Abound Wealth Management's ProShares Large Cap Core Plus position peaked at $44.6K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.