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WELLINGTON-ALTUS USA INC.’s ProShares Large Cap Core Plus CSM Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$35K Hold
468
– – 0.03% 379
2026
Q1 		$39.9K Hold
468
– – 0.02% 382
2025
Q4 		$37.3K Buy
+468
New +$36.5K 0.03% 351

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPL Financial
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
WW
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WELLINGTON-ALTUS USA INC.'s CSM Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its ProShares Large Cap Core Plus (CSM) position steady in Q2 2026 at 468 shares worth $35K. The position accounts for 0.03% of the portfolio, ranked #379.

WELLINGTON-ALTUS USA INC. first reported a position in CSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $39.9K in Q1 2026. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 468 shares of ProShares Large Cap Core Plus worth $35K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its ProShares Large Cap Core Plus share count unchanged in Q2 2026.
  • ProShares Large Cap Core Plus made up 0.03% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #379 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in ProShares Large Cap Core Plus in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s ProShares Large Cap Core Plus position peaked at $39.9K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.