Empower Advisory Group’s ProShares Large Cap Core Plus CSM Stock Holding History

Empower Advisory Group’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	$599K	Hold	7,027	–	–	﹤0.01%	321
2026 Q1	$526K	Hold	7,027	–	–	﹤0.01%	320
2025 Q4	$560K	Hold	7,027	–	–	﹤0.01%	323
2025 Q3	$538K	Hold	7,027	–	–	﹤0.01%	331
2025 Q2	$495K	Hold	7,027	–	–	﹤0.01%	332
2025 Q1	$448K	Hold	7,027	–	–	﹤0.01%	333
2024 Q4	$465K	Hold	7,027	–	–	﹤0.01%	334
2024 Q3	$459K	Hold	7,027	–	–	﹤0.01%	330
2024 Q2	$436K	Hold	7,027	–	–	﹤0.01%	323
2024 Q1	$427K	Hold	7,027	–	–	﹤0.01%	332
2023 Q4	$385K	Hold	7,027	–	–	﹤0.01%	339
2023 Q3	$343K	Hold	7,027	–	–	﹤0.01%	347
2023 Q2	$359K	Buy	+7,027	New	+$339K	﹤0.01%	355

Other funds holding CSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group's CSM Position: Q2 2026 in Review

Empower Advisory Group held its ProShares Large Cap Core Plus (CSM) position steady in Q2 2026 at 7,027 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Empower Advisory Group first reported a position in CSM in Q2 2023 and has held it in 13 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Empower Advisory Group held 7,027 shares of ProShares Large Cap Core Plus worth $599K as of Q2 2026.
Empower Advisory Group left its ProShares Large Cap Core Plus share count unchanged in Q2 2026.
ProShares Large Cap Core Plus made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #321 holding.
Empower Advisory Group first reported a position in ProShares Large Cap Core Plus in Q2 2023 and has held it in 13 quarters since.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.