Commonwealth Financial Services’s ProShares Large Cap Core Plus CSM Stock Holding History

Commonwealth Financial Services’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 Q3	$387K	Sell	4,461 -874	-16%	-$76.4K	0.07%	147
2026 Q2	$455K	Hold	5,335	–	–	0.06%	154
2026 Q1	$399K	Hold	5,335	–	–	0.06%	141
2025 Q4	$425K	Sell	5,335 -75	-1%	-$5.86K	0.07%	136
2025 Q3	$414K	Hold	5,410	–	–	0.07%	133
2025 Q2	$381K	Sell	5,410 -376	-6%	-$24.5K	0.07%	132
2025 Q1	$369K	Sell	5,786 -25	-0.4%	-$1.67K	0.08%	128
2024 Q4	$384K	Sell	5,811 -5	-0.1%	-$335	0.08%	126
2024 Q3	$377K	Sell	5,816 -33	-0.6%	-$2.07K	0.07%	124
2024 Q2	$367K	Sell	5,849 -103	-2%	-$6.16K	0.08%	114
2024 Q1	$326K	Hold	5,952	–	–	0.08%	130
2023 Q4	$326K	Sell	5,952 -393	-6%	-$20K	0.08%	130
2023 Q3	$310K	Buy	+6,345	New	+$324K	0.09%	128

Other funds holding CSM

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Commonwealth Financial Services's CSM Position: Q3 2026 in Review

Commonwealth Financial Services reduced its ProShares Large Cap Core Plus (CSM) stake by 16% in Q3 2026, selling an estimated $76.4K and leaving 4,461 shares worth $387K. The position accounts for 0.07% of the portfolio, ranked #147.

Commonwealth Financial Services first reported a position in CSM in Q3 2023 and has held it in 13 quarters since. The position peaked at $455K in Q2 2026. 17 funds tracked by Wall St. Rank hold CSM as of Q3 2026.

Commonwealth Financial Services held 4,461 shares of ProShares Large Cap Core Plus worth $387K as of Q3 2026.
Commonwealth Financial Services sold 874 ProShares Large Cap Core Plus shares in Q3 2026, an estimated $76.4K.
ProShares Large Cap Core Plus made up 0.07% of Commonwealth Financial Services's portfolio in Q3 2026, its #147 holding.
Commonwealth Financial Services first reported a position in ProShares Large Cap Core Plus in Q3 2023 and has held it in 13 quarters since.
Commonwealth Financial Services's ProShares Large Cap Core Plus position peaked at $455K in Q2 2026.
17 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.