Financial Engines Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

Financial Engines Advisors’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	$375K	Hold	4,396	–	–	﹤0.01%	457
2026 Q1	$329K	Hold	4,396	–	–	﹤0.01%	450
2025 Q4	$350K	Hold	4,396	–	–	﹤0.01%	446
2025 Q3	$337K	Hold	4,396	–	–	﹤0.01%	448
2025 Q2	$310K	Sell	4,396 -4,396	-50%	-$287K	﹤0.01%	440
2025 Q1	$560K	Sell	8,792 -201	-2%	-$13.4K	﹤0.01%	317
2024 Q4	$595K	Buy	8,993 +4,597	+105%	+$308K	﹤0.01%	311
2024 Q3	$287K	Hold	4,396	–	–	﹤0.01%	336
2024 Q2	$273K	Buy	+4,396	New	+$263K	﹤0.01%	316

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

Financial Engines Advisors's CSM Position: Q2 2026 in Review

Financial Engines Advisors held its ProShares Large Cap Core Plus (CSM) position steady in Q2 2026 at 4,396 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Financial Engines Advisors first reported a position in CSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $595K in Q4 2024. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Financial Engines Advisors held 4,396 shares of ProShares Large Cap Core Plus worth $375K as of Q2 2026.
Financial Engines Advisors left its ProShares Large Cap Core Plus share count unchanged in Q2 2026.
ProShares Large Cap Core Plus made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #457 holding.
Financial Engines Advisors first reported a position in ProShares Large Cap Core Plus in Q2 2024 and has held it in 9 quarters since.
Financial Engines Advisors's ProShares Large Cap Core Plus position peaked at $595K in Q4 2024.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.