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

DHJJ Financial 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 Q1	$300	Hold	4	–	–	﹤0.01%	954
2025 Q4	$319	Hold	4	–	–	﹤0.01%	909
2025 Q3	$307	Hold	4	–	–	﹤0.01%	879
2025 Q2	$282	Hold	4	–	–	﹤0.01%	862
2025 Q1	$255	Hold	4	–	–	﹤0.01%	822
2024 Q4	$265	Hold	4	–	–	﹤0.01%	791
2024 Q3	$262	Hold	4	–	–	﹤0.01%	771
2024 Q2	$249	Hold	4	–	–	﹤0.01%	724
2024 Q1	$243	Hold	4	–	–	﹤0.01%	713
2023 Q4	$220	Hold	4	–	–	﹤0.01%	712
2023 Q3	$196	Buy	+4	New	+$204	﹤0.01%	716

Other funds holding CSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $545M AUM 19.05% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DHJJ Financial Advisors's CSM Position: Q1 2026 in Review

DHJJ Financial Advisors held its ProShares Large Cap Core Plus (CSM) position steady in Q1 2026 at 4 shares worth $300. The position accounts for ﹤0.01% of the portfolio, ranked #954.

DHJJ Financial Advisors first reported a position in CSM in Q3 2023 and has held it in 11 quarters since. The position peaked at $319 in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

DHJJ Financial Advisors held 4 shares of ProShares Large Cap Core Plus worth $300 as of Q1 2026.
DHJJ Financial Advisors left its ProShares Large Cap Core Plus share count unchanged in Q1 2026.
ProShares Large Cap Core Plus made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #954 holding.
DHJJ Financial Advisors first reported a position in ProShares Large Cap Core Plus in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's ProShares Large Cap Core Plus position peaked at $319 in Q4 2025.
101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.