Atria Wealth Solutions’s ProShares Large Cap Core Plus CSM Stock Holding History

Atria Wealth Solutions’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 Q1	–	Sell	-3,515	Closed	-$232K	–	1905
2024 Q4	$232K	Hold	3,515	–	–	﹤0.01%	1718
2024 Q3	$230K	Hold	3,515	–	–	﹤0.01%	1685
2024 Q2	$219K	Hold	3,515	–	–	﹤0.01%	1710
2024 Q1	$213K	Buy	+3,515	New	+$202K	﹤0.01%	1786
2023 Q3	–	Sell	-4,715	Closed	-$241K	–	1885
2023 Q2	$241K	Hold	4,715	–	–	﹤0.01%	1578
2023 Q1	$225K	Hold	4,715	–	–	﹤0.01%	1605
2022 Q4	$212K	Buy	+4,715	New	+$215K	﹤0.01%	1579
2022 Q3	–	Sell	-4,715	Closed	-$210K	–	1777
2022 Q2	$210K	Buy	+4,715	New	+$232K	﹤0.01%	1430

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

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

OBWG

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

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

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Wealth Solutions's CSM Position: Q1 2025 in Review

Atria Wealth Solutions sold out of ProShares Large Cap Core Plus (CSM) in Q1 2025, closing a stake of 3,515 shares — an estimated $232K sold.

Atria Wealth Solutions first reported a position in CSM in Q2 2022 and held it in 8 quarters. The position peaked at $241K in Q2 2023. 97 funds tracked by Wall St. Rank hold CSM as of Q1 2025.

Atria Wealth Solutions reported no remaining ProShares Large Cap Core Plus position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 3,515 ProShares Large Cap Core Plus shares in Q1 2025, an estimated $232K.
Atria Wealth Solutions first reported a position in ProShares Large Cap Core Plus in Q2 2022 and held it in 8 quarters.
Atria Wealth Solutions's ProShares Large Cap Core Plus position peaked at $241K in Q2 2023.
97 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.