Global Retirement Partners’s ProShares Large Cap Core Plus CSM Stock Holding History

Global Retirement Partners’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
2025 Q4	$15.1K	Hold	190	–	–	﹤0.01%	2990
2025 Q3	$14.5K	Hold	190	–	–	﹤0.01%	2535
2025 Q2	$13.4K	Buy	+190	New	+$12.4K	﹤0.01%	2470
2024 Q2	–	Sell	-4,096	Closed	-$249K	–	3566
2024 Q1	$249K	Hold	4,096	–	–	0.01%	717
2023 Q4	$224K	Hold	4,096	–	–	0.01%	716
2023 Q3	$198K	Hold	4,096	–	–	0.01%	666
2023 Q2	$209K	Hold	4,096	–	–	0.01%	680
2023 Q1	$192K	Buy	4,096 +626	+18%	+$29.6K	0.01%	682
2022 Q4	$156K	Hold	3,470	–	–	0.01%	676
2022 Q3	$160K	Hold	3,470	–	–	0.01%	636
2022 Q2	$155K	Hold	3,470	–	–	0.01%	622
2022 Q1	$165K	Buy	+3,470	New	+$184K	0.01%	602
2021 Q4	–	Sell	-3,470	Closed	-$174K	–	539
2021 Q3	$174K	Hold	3,470	–	–	0.02%	501
2021 Q2	$172K	Hold	3,470	–	–	0.02%	495
2021 Q1	$158K	Hold	3,470	–	–	0.02%	455
2020 Q4	$146K	Hold	3,470	–	–	0.02%	450
2020 Q3	$132K	Sell	3,470 -15,138	-81%	-$571K	0.02%	432
2020 Q2	$660K	Buy	18,608 +2,570	+16%	+$86.5K	0.11%	187
2020 Q1	$475K	Buy	16,038 +2,486	+18%	+$89.6K	0.09%	199
2019 Q4	$523K	Sell	13,552 -398	-3%	-$14.7K	0.08%	227
2019 Q3	$495K	Buy	13,950 +282	+2%	+$9.95K	0.08%	215
2019 Q2	$481K	Buy	13,668 +3,486	+34%	+$121K	0.09%	187
2019 Q1	$348K	Sell	10,182 -594	-6%	-$19.7K	0.08%	206
2018 Q4	$327K	Sell	10,776 -432	-4%	-$14.3K	0.08%	219
2018 Q3	$405K	Buy	11,208 +1,200	+12%	+$42.4K	0.09%	198
2018 Q2	$338K	Buy	10,008 +308	+3%	+$10.4K	0.09%	213
2018 Q1	$323K	Buy	9,700 +42	+0.4%	+$1.43K	0.09%	214
2017 Q4	$322K	Sell	9,658 -1,852	-16%	-$59.9K	0.09%	197
2017 Q3	$360K	Buy	11,510 +4,740	+70%	+$145K	0.15%	133
2017 Q2	$204K	Buy	6,770 +246	+4%	+$7.3K	0.1%	199
2017 Q1	$191K	Buy	6,524 +94	+1%	+$2.69K	0.11%	183
2016 Q4	$178K	Buy	+6,430	New	+$173K	0.12%	162

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

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

OBWG

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Global Retirement Partners's CSM Position: Q4 2025 in Review

Global Retirement Partners held its ProShares Large Cap Core Plus (CSM) position steady in Q4 2025 at 190 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2990.

Global Retirement Partners first reported a position in CSM in Q4 2016 and has held it in 32 quarters since. The position peaked at $660K in Q2 2020. 105 funds tracked by Wall St. Rank hold CSM as of Q4 2025.

Global Retirement Partners held 190 shares of ProShares Large Cap Core Plus worth $15.1K as of Q4 2025.
Global Retirement Partners left its ProShares Large Cap Core Plus share count unchanged in Q4 2025.
ProShares Large Cap Core Plus made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2990 holding.
Global Retirement Partners first reported a position in ProShares Large Cap Core Plus in Q4 2016 and has held it in 32 quarters since.
Global Retirement Partners's ProShares Large Cap Core Plus position peaked at $660K in Q2 2020.
105 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.