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

Ameritas Advisory Services’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 		$12.4K Buy
+145
New +$12.1K ﹤0.01% 1438
2025
Q4 		– Sell
-145
Closed -$11.1K – 1172
2025
Q3 		$11.1K Buy
+145
New +$10.6K ﹤0.01% 1620

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

Ameritas Advisory Services's CSM Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in ProShares Large Cap Core Plus (CSM) in Q2 2026: 145 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1438 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in CSM as recently as Q3 2025.

Ameritas Advisory Services first reported a position in CSM in Q3 2025 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • Ameritas Advisory Services held 145 shares of ProShares Large Cap Core Plus worth $12.4K as of Q2 2026.
  • ProShares Large Cap Core Plus was a new Ameritas Advisory Services position in Q2 2026.
  • ProShares Large Cap Core Plus made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1438 holding.
  • Ameritas Advisory Services first reported a position in ProShares Large Cap Core Plus in Q3 2025 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.