Advisory Services Network’s ProShares Large Cap Core Plus CSM Stock Holding History

Advisory Services Network’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 Q1	$216K	Sell	2,881 -236	-8%	-$18.5K	﹤0.01%	1772
2025 Q4	$248K	Sell	3,117 -1,282	-29%	-$100K	﹤0.01%	1586
2025 Q3	$337K	Buy	4,399 +8	+0.2%	+$587	﹤0.01%	1399
2025 Q2	$316K	Sell	4,391 -360	-8%	-$23.5K	0.01%	1378
2025 Q1	$303K	Hold	4,751	–	–	0.01%	1291
2024 Q4	$314K	Buy	4,751 +1,393	+41%	+$93.3K	0.01%	1273
2024 Q3	$208K	Hold	3,358	–	–	﹤0.01%	1380
2024 Q2	$208K	Buy	+3,358	New	+$201K	﹤0.01%	1380
2024 Q1	–	Sell	-531	Closed	-$29.1K	–	1910
2023 Q4	$29.1K	Buy	+531	New	+$27K	﹤0.01%	2315
2023 Q2	–	Sell	-531	Closed	-$25.3K	–	1912
2023 Q1	$25.3K	Sell	531 -2,672	-83%	-$126K	﹤0.01%	2401
2022 Q4	$144K	Buy	+3,203	New	+$146K	﹤0.01%	1432
2021 Q3	–	Sell	-582	Closed	-$29K	–	1786
2021 Q2	$29K	Buy	+582	New	+$28.1K	﹤0.01%	2294
2021 Q1	–	Sell	-778	Closed	-$33K	–	1626
2020 Q4	$33K	Hold	778	–	–	﹤0.01%	1886
2020 Q3	$30K	Buy	+778	New	+$29.4K	﹤0.01%	1857
2020 Q2	–	Sell	-780	Closed	-$23K	–	1366
2020 Q1	$23K	Sell	780 -12	-2%	-$432	﹤0.01%	1784
2019 Q4	$31K	Sell	792 -54	-6%	-$1.99K	﹤0.01%	1763
2019 Q3	$30K	Hold	846	–	–	﹤0.01%	1609
2019 Q2	$30K	Sell	846 -126	-13%	-$4.38K	﹤0.01%	1607
2019 Q1	$33K	Sell	972 -140	-13%	-$4.64K	﹤0.01%	1395
2018 Q4	$34K	Sell	1,112 -738	-40%	-$24.4K	﹤0.01%	1286
2018 Q3	$67K	Sell	1,850 -30	-2%	-$1.06K	﹤0.01%	1121
2018 Q2	$66K	Sell	1,880 -46	-2%	-$1.55K	0.01%	1113
2018 Q1	$64K	Buy	+1,926	New	+$65.7K	0.01%	1211
2017 Q4	–	Sell	-192	Closed	-$6K	–	2545
2017 Q3	$6K	Hold	192	–	–	﹤0.01%	1795
2017 Q2	$6K	Hold	192	–	–	﹤0.01%	1730
2017 Q1	$6K	Buy	+192	New	+$5.5K	﹤0.01%	1639
2016 Q3	$5K	Buy	+192	New	+$5.08K	﹤0.01%	1517

Other funds holding CSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisory Services Network's CSM Position: Q1 2026 in Review

Advisory Services Network reduced its ProShares Large Cap Core Plus (CSM) stake by 7.6% in Q1 2026, selling an estimated $18.5K and leaving 2,881 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Advisory Services Network first reported a position in CSM in Q3 2016 and has held it in 27 quarters since. The position peaked at $337K in Q3 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

Advisory Services Network held 2,881 shares of ProShares Large Cap Core Plus worth $216K as of Q1 2026.
Advisory Services Network sold 236 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $18.5K.
ProShares Large Cap Core Plus made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1772 holding.
Advisory Services Network first reported a position in ProShares Large Cap Core Plus in Q3 2016 and has held it in 27 quarters since.
Advisory Services Network's ProShares Large Cap Core Plus position peaked at $337K in Q3 2025.
101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.