EWM
CSM icon

Elmwood Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Elmwood Wealth Management’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 		$1.18M Hold
13,881
– – 0.3% 82
2026
Q1 		$1.04M Hold
13,881
– – 0.29% 86
2025
Q4 		$1.11M Buy
+13,881
New +$1.08M 0.35% 77

Other funds holding CSM

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MF
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
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
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 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

Elmwood Wealth Management's CSM Position: Q2 2026 in Review

Elmwood Wealth Management held its ProShares Large Cap Core Plus (CSM) position steady in Q2 2026 at 13,881 shares worth $1.18M. The position accounts for 0.3% of the portfolio, ranked #82.

Elmwood Wealth Management first reported a position in CSM in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • Elmwood Wealth Management held 13,881 shares of ProShares Large Cap Core Plus worth $1.18M as of Q2 2026.
  • Elmwood Wealth Management left its ProShares Large Cap Core Plus share count unchanged in Q2 2026.
  • ProShares Large Cap Core Plus made up 0.3% of Elmwood Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Elmwood Wealth Management first reported a position in ProShares Large Cap Core Plus in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.