AlphaCore Capital
CSM icon

AlphaCore Capital’s ProShares Large Cap Core Plus CSM Stock Holding History

AlphaCore Capital’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
Q3 		$8.99K Buy
+104
New +$9.09K ﹤0.01% 1635
2020
Q2 		– Sell
-1,450
Closed -$43K – 123
2020
Q1 		$43K Buy
+1,450
New +$52.3K 0.03% 112

Other funds holding CSM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Waterfront Wealth
Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

AlphaCore Capital's CSM Position: Q3 2026 in Review

AlphaCore Capital opened a new position in ProShares Large Cap Core Plus (CSM) in Q3 2026: 104 shares worth $8.99K. The stake represents ﹤0.01% of the portfolio and ranks #1635 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in CSM as recently as Q1 2020.

AlphaCore Capital first reported a position in CSM in Q1 2020 and has held it in 2 quarters since. The position peaked at $43K in Q1 2020. 55 funds tracked by Wall St. Rank hold CSM as of Q3 2026.

  • AlphaCore Capital held 104 shares of ProShares Large Cap Core Plus worth $8.99K as of Q3 2026.
  • ProShares Large Cap Core Plus was a new AlphaCore Capital position in Q3 2026.
  • ProShares Large Cap Core Plus made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1635 holding.
  • AlphaCore Capital first reported a position in ProShares Large Cap Core Plus in Q1 2020 and has held it in 2 quarters since.
  • AlphaCore Capital's ProShares Large Cap Core Plus position peaked at $43K in Q1 2020.
  • 55 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.