BRWA
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B. Riley Wealth Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

B. Riley Wealth 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
2026
Q2 		$13.8M Sell
162,845
-1,692
-1% -$141K 0.74% 23
2026
Q1 		$12M Sell
164,537
-10,586
-6% -$831K 0.76% 18
2025
Q4 		$14M Sell
175,123
-1,289
-0.7% -$101K 0.64% 22
2025
Q3 		$13.5M Sell
176,412
-22,551
-11% -$1.65M 0.62% 29
2025
Q2 		$14M Buy
+198,963
New +$13M 0.66% 26
2024
Q4 		$16.6M Buy
251,332
+9,360
+4% +$627K 0.54% 26
2024
Q3 		$15.8M Sell
241,972
-22,215
-8% -$1.39M 0.44% 40
2024
Q2 		$16.4M Sell
264,187
-134,654
-34% -$8.06M 0.42% 40
2024
Q1 		$19.5M Buy
398,841
+125,522
+46% +$7.2M 0.53% 34
2023
Q4 		$15M Sell
273,319
-125,522
-31% -$6.39M 0.4% 42
2023
Q3 		$19.5M Buy
398,841
+99,167
+33% +$5.07M 0.53% 34
2023
Q2 		$15.3M Sell
299,674
-34,615
-10% -$1.67M 0.34% 60
2023
Q1 		$15.9M Sell
334,289
-52,553
-14% -$2.48M 0.42% 45
2022
Q4 		$17.4M Sell
386,842
-1,175
-0.3% -$53.6K 0.49% 42
2022
Q3 		$16.4M Buy
388,017
+340,661
+719% +$16M 0.5% 40
2022
Q2 		$2.11M Buy
47,356
+1,117
+2% +$54.9K 0.09% 233
2022
Q1 		$2.49M Sell
46,239
-767
-2% -$40.6K 0.08% 250
2021
Q4 		$2.62M Sell
47,006
-942
-2% -$50.4K 0.08% 282
2021
Q3 		$2.4M Sell
47,948
-388
-0.8% -$19.8K 0.08% 296
2021
Q2 		$2.4M Sell
48,336
-990
-2% -$47.7K 0.08% 291
2021
Q1 		$2.25M Buy
49,326
+2,928
+6% +$129K 0.08% 283
2020
Q4 		$1.96M Sell
46,398
-3,732
-7% -$149K 0.1% 205
2020
Q3 		$1.91M Buy
50,130
+638
+1% +$24.1K 0.1% 204
2020
Q2 		$1.76M Buy
49,492
+164
+0.3% +$5.52K 0.12% 185
2020
Q1 		$1.46M Sell
49,328
-68
-0.1% -$2.45K 0.12% 170
2019
Q4 		$1.91M Buy
49,396
+344
+0.7% +$12.7K 0.16% 144
2019
Q3 		$1.74M Buy
49,052
+3,158
+7% +$111K 0.17% 133
2019
Q2 		$1.62M Buy
45,894
+1,900
+4% +$66.1K 0.18% 119
2019
Q1 		$1.5M Buy
43,994
+1,222
+3% +$40.5K 0.19% 115
2018
Q4 		$1.3M Buy
42,772
+980
+2% +$32.5K 0.18% 128
2018
Q3 		$1.51M Buy
41,792
+292
+0.7% +$10.3K 0.18% 133
2018
Q2 		$1.4M Buy
41,500
+1,312
+3% +$44.3K 0.19% 133
2018
Q1 		$1.34M Buy
40,188
+3,644
+10% +$124K 0.19% 131
2017
Q4 		$1.22M Buy
36,544
+986
+3% +$31.9K 0.16% 153
2017
Q3 		$1.11M Buy
35,558
+98
+0.3% +$3K 0.18% 133
2017
Q2 		$1.07M Buy
35,460
+4,912
+16% +$146K 0.19% 139
2017
Q1 		$892K Buy
30,548
+3,534
+13% +$101K 0.18% 144
2016
Q4 		$747K Sell
27,014
-3,138
-10% -$84.4K 0.15% 159
2016
Q3 		$797K Sell
30,152
-102
-0.3% -$2.7K 0.16% 167
2016
Q2 		$774K Buy
30,254
+2,726
+10% +$69K 0.16% 167
2016
Q1 		$696K Buy
27,528
+2,038
+8% +$48.3K 0.16% 158
2015
Q4 		$630K Sell
25,490
-406
-2% -$10K 0.13% 196
2015
Q3 		$598K Buy
25,896
+3,782
+17% +$92.6K 0.14% 198
2015
Q2 		$550K Buy
22,114
+6,814
+45% +$173K 0.14% 193
2015
Q1 		$385K Sell
15,300
-3,568
-19% -$89.8K 0.09% 287
2014
Q4 		$2.46K Buy
+18,868
New +$464K 0.05% 486
2014
Q3 		– Sell
-8,052
Closed -$191K – 890
2014
Q2 		$191K Buy
8,052
+1,240
+18% +$28.6K 0.04% 470
2014
Q1 		$153K Buy
+6,812
New +$149K 0.05% 473

Other funds holding CSM

OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

B. Riley Wealth Advisors's CSM Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its ProShares Large Cap Core Plus (CSM) stake by 1% in Q2 2026, selling an estimated $141K and leaving 162,845 shares worth $13.8M. The position accounts for 0.74% of the portfolio, ranked #23.

B. Riley Wealth Advisors first reported a position in CSM in Q1 2014 and has held it in 48 quarters since. The position peaked at $19.5M in Q1 2024. 30 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • B. Riley Wealth Advisors held 162,845 shares of ProShares Large Cap Core Plus worth $13.8M as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,692 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $141K.
  • ProShares Large Cap Core Plus made up 0.74% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • B. Riley Wealth Advisors first reported a position in ProShares Large Cap Core Plus in Q1 2014 and has held it in 48 quarters since.
  • B. Riley Wealth Advisors's ProShares Large Cap Core Plus position peaked at $19.5M in Q1 2024.
  • 30 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.