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

Atlas Capital Advisors’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
2025
Q2 		$978K Hold
13,880
– – 0.12% 149
2025
Q1 		$884K Hold
13,880
– – 0.11% 160
2024
Q4 		$918K Hold
13,880
– – 0.12% 150
2024
Q3 		$907K Sell
13,880
-1
-0% -$63 0.14% 132
2024
Q2 		$861K Buy
13,881
+401
+3% +$24K 0.11% 144
2024
Q1 		$819K Hold
13,480
– – 0.13% 149
2023
Q4 		$738K Sell
13,480
-370
-3% -$18.8K 0.11% 154
2023
Q3 		$676K Sell
13,850
-477
-3% -$24.4K 0.11% 147
2023
Q2 		$731K Sell
14,327
-584
-4% -$28.2K 0.11% 143
2023
Q1 		$711K Hold
14,911
– – 0.11% 138
2022
Q4 		$670K Sell
14,911
-203
-1% -$9.26K 0.11% 151
2022
Q3 		$639K Sell
15,114
-435
-3% -$20.4K 0.12% 143
2022
Q2 		$694K Hold
15,549
– – 0.12% 148
2022
Q1 		$837K Sell
15,549
-315
-2% -$16.7K 0.13% 143
2021
Q4 		$883K Sell
15,864
-600
-4% -$32.1K 0.13% 127
2021
Q3 		$825K Sell
16,464
-36
-0.2% -$1.84K 0.13% 129
2021
Q2 		$819K Hold
16,500
– – 0.14% 139
2021
Q1 		$753K Sell
16,500
-800
-5% -$35.3K 0.15% 134
2020
Q4 		$730K Sell
17,300
-4,094
-19% -$164K 0.15% 130
2020
Q3 		$816K Sell
21,394
-2,158
-9% -$81.5K 0.19% 120
2020
Q2 		$836K Sell
23,552
-14,256
-38% -$480K 0.2% 115
2020
Q1 		$1.12M Sell
37,808
-1,198
-3% -$43.2K 0.33% 76
2019
Q4 		$1.51M Hold
39,006
– – 0.38% 67
2019
Q3 		$1.38M Sell
39,006
-230
-0.6% -$8.12K 0.42% 64
2019
Q2 		$1.38M Buy
+39,236
New +$1.37M 0.45% 54

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atlas Capital Advisors's CSM Position: Q2 2025 in Review

Atlas Capital Advisors held its ProShares Large Cap Core Plus (CSM) position steady in Q2 2025 at 13,880 shares worth $978K. The position accounts for 0.12% of the portfolio, ranked #149.

Atlas Capital Advisors first reported a position in CSM in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.51M in Q4 2019. 99 funds tracked by Wall St. Rank hold CSM as of Q2 2025.

  • Atlas Capital Advisors held 13,880 shares of ProShares Large Cap Core Plus worth $978K as of Q2 2025.
  • Atlas Capital Advisors left its ProShares Large Cap Core Plus share count unchanged in Q2 2025.
  • ProShares Large Cap Core Plus made up 0.12% of Atlas Capital Advisors's portfolio in Q2 2025, its #149 holding.
  • Atlas Capital Advisors first reported a position in ProShares Large Cap Core Plus in Q2 2019 and has held it in 25 quarters since.
  • Atlas Capital Advisors's ProShares Large Cap Core Plus position peaked at $1.51M in Q4 2019.
  • 99 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.