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 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

BRWA

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

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

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Commonwealth Financial Services's CSM Position: Q2 2026 in Review

Commonwealth Financial Services held its ProShares Large Cap Core Plus (CSM) position steady in Q2 2026 at 5,335 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #154.

Commonwealth Financial Services first reported a position in CSM in Q3 2023 and has held it in 12 quarters since. 16 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Commonwealth Financial Services held 5,335 shares of ProShares Large Cap Core Plus worth $455K as of Q2 2026.
Commonwealth Financial Services left its ProShares Large Cap Core Plus share count unchanged in Q2 2026.
ProShares Large Cap Core Plus made up 0.06% of Commonwealth Financial Services's portfolio in Q2 2026, its #154 holding.
Commonwealth Financial Services first reported a position in ProShares Large Cap Core Plus in Q3 2023 and has held it in 12 quarters since.
16 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.