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

Caldwell Sutter 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 Q2	$284K	Hold	3,330	–	–	0.11%	182
2026 Q1	$249K	Hold	3,330	–	–	0.1%	192
2025 Q4	$265K	Hold	3,330	–	–	0.11%	175
2025 Q3	$255K	Hold	3,330	–	–	0.11%	178
2025 Q2	$235K	Hold	3,330	–	–	0.11%	178
2025 Q1	$212K	Hold	3,330	–	–	0.1%	187
2024 Q4	$220K	Hold	3,330	–	–	0.1%	192
2024 Q3	$218K	Hold	3,330	–	–	0.1%	197
2024 Q2	$207K	Hold	3,330	–	–	0.1%	191
2024 Q1	$202K	Hold	3,330	–	–	0.1%	191
2023 Q4	$182K	Sell	3,330 -200	-6%	-$10.2K	0.09%	204
2023 Q3	$172K	Hold	3,530	–	–	0.1%	192
2023 Q2	$180K	Buy	+3,530	New	+$170K	0.09%	190

Other funds holding CSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caldwell Sutter Capital's CSM Position: Q2 2026 in Review

Caldwell Sutter Capital held its ProShares Large Cap Core Plus (CSM) position steady in Q2 2026 at 3,330 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #182.

Caldwell Sutter Capital first reported a position in CSM in Q2 2023 and has held it in 13 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Caldwell Sutter Capital held 3,330 shares of ProShares Large Cap Core Plus worth $284K as of Q2 2026.
Caldwell Sutter Capital left its ProShares Large Cap Core Plus share count unchanged in Q2 2026.
ProShares Large Cap Core Plus made up 0.11% of Caldwell Sutter Capital's portfolio in Q2 2026, its #182 holding.
Caldwell Sutter Capital first reported a position in ProShares Large Cap Core Plus in Q2 2023 and has held it in 13 quarters since.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.