Clearstead Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

Clearstead 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	$404K	Hold	4,745	–	–	﹤0.01%	821
2026 Q1	$355K	Hold	4,745	–	–	﹤0.01%	808
2025 Q4	$378K	Hold	4,745	–	–	﹤0.01%	743
2025 Q3	$363K	Hold	4,745	–	–	﹤0.01%	731
2025 Q2	$334K	Hold	4,745	–	–	﹤0.01%	725
2025 Q1	$302K	Hold	4,745	–	–	﹤0.01%	707
2024 Q4	$314K	Hold	4,745	–	–	﹤0.01%	708
2024 Q3	$310K	Hold	4,745	–	–	﹤0.01%	713
2024 Q2	$294K	Hold	4,745	–	–	0.01%	689
2024 Q1	$283K	Buy	4,745 +2,050	+76%	+$118K	0.01%	413
2023 Q4	$148K	Sell	2,695 -11,105	-80%	-$565K	0.01%	507
2023 Q3	$674K	Buy	13,800 +13,400	+3,350%	+$685K	0.02%	360
2023 Q2	$20.4K	Buy	+400	New	+$19.3K	﹤0.01%	890

Other funds holding CSM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Clearstead Advisors's CSM Position: Q2 2026 in Review

Clearstead Advisors held its ProShares Large Cap Core Plus (CSM) position steady in Q2 2026 at 4,745 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Clearstead Advisors first reported a position in CSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $674K in Q3 2023. 55 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Clearstead Advisors held 4,745 shares of ProShares Large Cap Core Plus worth $404K as of Q2 2026.
Clearstead Advisors left its ProShares Large Cap Core Plus share count unchanged in Q2 2026.
ProShares Large Cap Core Plus made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #821 holding.
Clearstead Advisors first reported a position in ProShares Large Cap Core Plus in Q2 2023 and has held it in 13 quarters since.
Clearstead Advisors's ProShares Large Cap Core Plus position peaked at $674K in Q3 2023.
55 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.