Cerity Partners’s ProShares Large Cap Core Plus CSM Stock Holding History

Cerity Partners’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 Q1	$2.23M	Sell	29,741 -231	-0.8%	-$18.1K	﹤0.01%	1431
2025 Q4	$2.39M	Buy	29,972 +2	+0%	+$156	﹤0.01%	1299
2025 Q3	$2.29M	Hold	29,970	–	–	﹤0.01%	1231
2025 Q2	$2.11M	Buy	29,970 +296	+1%	+$19.3K	﹤0.01%	1193
2025 Q1	$1.89M	Hold	29,674	–	–	﹤0.01%	1158
2024 Q4	$1.96M	Hold	29,674	–	–	﹤0.01%	1114
2024 Q3	$1.94M	Hold	29,674	–	–	﹤0.01%	1103
2024 Q2	$1.84M	Buy	29,674 +260	+0.9%	+$15.6K	﹤0.01%	946
2024 Q1	$1.79M	Hold	29,414	–	–	﹤0.01%	1021
2023 Q4	$1.61M	Sell	29,414 -968	-3%	-$49.3K	0.01%	831
2023 Q3	$1.48M	Buy	+30,382	New	+$1.55M	0.01%	657

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

OBWG

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners's CSM Position: Q1 2026 in Review

Cerity Partners reduced its ProShares Large Cap Core Plus (CSM) stake by 0.77% in Q1 2026, selling an estimated $18.1K and leaving 29,741 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Cerity Partners first reported a position in CSM in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

Cerity Partners held 29,741 shares of ProShares Large Cap Core Plus worth $2.23M as of Q1 2026.
Cerity Partners sold 231 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $18.1K.
ProShares Large Cap Core Plus made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1431 holding.
Cerity Partners first reported a position in ProShares Large Cap Core Plus in Q3 2023 and has held it in 11 quarters since.
Cerity Partners's ProShares Large Cap Core Plus position peaked at $2.39M in Q4 2025.
101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.