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

Evoke 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
2022 Q4	–	Sell	-1,268	Closed	-$54K	–	535
2022 Q3	$54K	Hold	1,268	–	–	﹤0.01%	506
2022 Q2	$57K	Hold	1,268	–	–	﹤0.01%	498
2022 Q1	$68K	Hold	1,268	–	–	﹤0.01%	479
2021 Q4	$71K	Hold	1,268	–	–	﹤0.01%	488
2021 Q3	$63K	Hold	1,268	–	–	﹤0.01%	481
2021 Q2	$63K	Hold	1,268	–	–	﹤0.01%	499
2021 Q1	$58K	Hold	1,268	–	–	﹤0.01%	436
2020 Q4	$53K	Hold	1,268	–	–	﹤0.01%	371
2020 Q3	$48K	Hold	1,268	–	–	﹤0.01%	362
2020 Q2	$45K	Hold	1,268	–	–	﹤0.01%	361
2020 Q1	$37.7K	Buy	+1,268	New	+$45.7K	0.01%	366
2019 Q4	–	Sell	-5,600	Closed	-$199K	–	1290
2019 Q3	$199K	Buy	+5,600	New	+$198K	0.02%	255

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

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

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth's CSM Position: Q4 2022 in Review

Evoke Wealth sold out of ProShares Large Cap Core Plus (CSM) in Q4 2022, closing a stake of 1,268 shares — an estimated $54K sold.

Evoke Wealth first reported a position in CSM in Q3 2019 and held it in 12 quarters. The position peaked at $199K in Q3 2019. 87 funds tracked by Wall St. Rank hold CSM as of Q4 2022.

Evoke Wealth reported no remaining ProShares Large Cap Core Plus position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 1,268 ProShares Large Cap Core Plus shares in Q4 2022, an estimated $54K.
Evoke Wealth first reported a position in ProShares Large Cap Core Plus in Q3 2019 and held it in 12 quarters.
Evoke Wealth's ProShares Large Cap Core Plus position peaked at $199K in Q3 2019.
87 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.