Cerity Partners
CSM icon

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
Q2 		$2.53M Sell
29,660
-81
-0.3% -$6.74K ﹤0.01% 1462
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
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

Cerity Partners's CSM Position: Q2 2026 in Review

Cerity Partners reduced its ProShares Large Cap Core Plus (CSM) stake by 0.27% in Q2 2026, selling an estimated $6.74K and leaving 29,660 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Cerity Partners first reported a position in CSM in Q3 2023 and has held it in 12 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • Cerity Partners held 29,660 shares of ProShares Large Cap Core Plus worth $2.53M as of Q2 2026.
  • Cerity Partners sold 81 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $6.74K.
  • ProShares Large Cap Core Plus made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1462 holding.
  • Cerity Partners first reported a position in ProShares Large Cap Core Plus in Q3 2023 and has held it in 12 quarters since.
  • 104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.