Cambridge Investment Research Advisors
CSM icon

Cambridge Investment Research Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

Cambridge Investment Research 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 		$1.59M Sell
18,709
-620
-3% -$51.6K ﹤0.01% 1868
2026
Q1 		$1.45M Sell
19,329
-1,693
-8% -$133K ﹤0.01% 1860
2025
Q4 		$1.68M Buy
21,022
+413
+2% +$32.2K ﹤0.01% 1689
2025
Q3 		$1.58M Sell
20,609
-25,121
-55% -$1.84M ﹤0.01% 1691
2025
Q2 		$3.22M Buy
45,730
+6,820
+18% +$445K 0.01% 1111
2025
Q1 		$2.48M Sell
38,910
-1,321
-3% -$88.1K 0.01% 1213
2024
Q4 		$2.66M Sell
40,231
-8,686
-18% -$581K 0.01% 1164
2024
Q3 		$3.2M Sell
48,917
-14,512
-23% -$911K 0.01% 1045
2024
Q2 		$3.93M Sell
63,429
-17,240
-21% -$1.03M 0.01% 887
2024
Q1 		$4.9M Buy
80,669
+6,493
+9% +$373K 0.02% 757
2023
Q4 		$4.06M Sell
74,176
-96
-0.1% -$4.89K 0.02% 807
2023
Q3 		$3.63M Sell
74,272
-1,452
-2% -$74.2K 0.02% 820
2023
Q2 		$3.86M Sell
75,724
-2,176
-3% -$105K 0.02% 792
2023
Q1 		$3.71M Sell
77,900
-10,939
-12% -$516K 0.02% 773
2022
Q4 		$3.99M Sell
88,839
-12,390
-12% -$565K 0.02% 703
2022
Q3 		$4.28M Sell
101,229
-4,078
-4% -$192K 0.02% 638
2022
Q2 		$4.7M Sell
105,307
-9,185
-8% -$451K 0.03% 609
2022
Q1 		$6.16M Sell
114,492
-11,368
-9% -$602K 0.03% 544
2021
Q4 		$7.01M Sell
125,860
-22,178
-15% -$1.19M 0.03% 510
2021
Q3 		$7.41M Sell
148,038
-5,842
-4% -$299K 0.04% 452
2021
Q2 		$7.64M Sell
153,880
-6,260
-4% -$302K 0.04% 460
2021
Q1 		$7.31M Sell
160,140
-12,414
-7% -$547K 0.04% 428
2020
Q4 		$7.28M Sell
172,554
-4,296
-2% -$172K 0.04% 392
2020
Q3 		$6.74M Sell
176,850
-7,550
-4% -$285K 0.05% 372
2020
Q2 		$6.54M Sell
184,400
-2,450
-1% -$82.4K 0.05% 356
2020
Q1 		$5.53M Buy
186,850
+22,394
+14% +$807K 0.05% 336
2019
Q4 		$6.35M Buy
164,456
+782
+0.5% +$28.8K 0.05% 378
2019
Q3 		$5.8M Sell
163,674
-186
-0.1% -$6.57K 0.05% 357
2019
Q2 		$5.77M Sell
163,860
-15,324
-9% -$533K 0.05% 344
2019
Q1 		$6.13M Sell
179,184
-3,344
-2% -$111K 0.06% 304
2018
Q4 		$5.53M Sell
182,528
-2,914
-2% -$96.5K 0.06% 292
2018
Q3 		$6.7M Buy
185,442
+5,204
+3% +$184K 0.06% 293
2018
Q2 		$6.09M Sell
180,238
-5,116
-3% -$173K 0.06% 287
2018
Q1 		$6.17M Sell
185,354
-2,192
-1% -$74.8K 0.07% 269
2017
Q4 		$6.26M Sell
187,546
-4,524
-2% -$146K 0.07% 259
2017
Q3 		$6M Buy
192,070
+1,146
+0.6% +$35K 0.08% 233
2017
Q2 		$5.74M Sell
190,924
-8,638
-4% -$256K 0.08% 223
2017
Q1 		$5.83M Buy
199,562
+4,208
+2% +$121K 0.1% 193
2016
Q4 		$5.4M Buy
195,354
+10,406
+6% +$280K 0.1% 191
2016
Q3 		$4.88M Buy
184,948
+846
+0.5% +$22.4K 0.09% 205
2016
Q2 		$4.71M Buy
184,102
+2,168
+1% +$54.9K 0.1% 186
2016
Q1 		$4.6M Buy
181,934
+4,888
+3% +$116K 0.1% 180
2015
Q4 		$4.37M Sell
177,046
-6,098
-3% -$151K 0.1% 188
2015
Q3 		$4.23M Buy
183,144
+16,742
+10% +$410K 0.12% 163
2015
Q2 		$4.13M Sell
166,402
-12,390
-7% -$315K 0.11% 183
2015
Q1 		$4.49M Buy
178,792
+30,440
+21% +$766K 0.13% 166
2014
Q4 		$3.74M Buy
148,352
+92,608
+166% +$2.28M 0.12% 171
2014
Q3 		$1.34M Buy
55,744
+40,964
+277% +$989K 0.04% 424
2014
Q2 		$351K Buy
14,780
+1,052
+8% +$24.2K 0.01% 935
2014
Q1 		$308K Buy
+13,728
New +$301K 0.01% 949

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

Cambridge Investment Research Advisors's CSM Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its ProShares Large Cap Core Plus (CSM) stake by 3.2% in Q2 2026, selling an estimated $51.6K and leaving 18,709 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Cambridge Investment Research Advisors first reported a position in CSM in Q1 2014 and has held it in 50 quarters since. The position peaked at $7.64M in Q2 2021. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • Cambridge Investment Research Advisors held 18,709 shares of ProShares Large Cap Core Plus worth $1.59M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 620 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $51.6K.
  • ProShares Large Cap Core Plus made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1868 holding.
  • Cambridge Investment Research Advisors first reported a position in ProShares Large Cap Core Plus in Q1 2014 and has held it in 50 quarters since.
  • Cambridge Investment Research Advisors's ProShares Large Cap Core Plus position peaked at $7.64M in Q2 2021.
  • 104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.