Empower Advisory Group

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 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 $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.55B AUM 28.47% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

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

Stifel Financial

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

Envestnet Asset Management

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

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return