CW
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CreativeOne Wealth’s ProShares Large Cap Core Plus CSM Stock Holding History

CreativeOne Wealth’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 		$1.67M Buy
19,581
+213
+1% +$17.7K 0.04% 414
2026
Q1 		$1.45M Buy
19,368
+4,360
+29% +$342K 0.03% 446
2025
Q4 		$1.2M Buy
+15,008
New +$1.17M 0.03% 486

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

CreativeOne Wealth's CSM Position: Q2 2026 in Review

CreativeOne Wealth increased its ProShares Large Cap Core Plus (CSM) stake by 1.1% in Q2 2026, buying an estimated $17.7K and bringing the position to 19,581 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #414.

CreativeOne Wealth first reported a position in CSM in Q4 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • CreativeOne Wealth held 19,581 shares of ProShares Large Cap Core Plus worth $1.67M as of Q2 2026.
  • CreativeOne Wealth bought 213 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $17.7K.
  • ProShares Large Cap Core Plus made up 0.04% of CreativeOne Wealth's portfolio in Q2 2026, its #414 holding.
  • CreativeOne Wealth first reported a position in ProShares Large Cap Core Plus in Q4 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.