GRP
CSM icon

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
2026
Q2 		$16.2K Buy
+190
New +$15.8K ﹤0.01% 3175
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
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 22.9% 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

Global Retirement Partners's CSM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in ProShares Large Cap Core Plus (CSM) in Q2 2026: 190 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #3175 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CSM as recently as Q4 2025.

Global Retirement Partners first reported a position in CSM in Q4 2016 and has held it in 33 quarters since. The position peaked at $660K in Q2 2020. 105 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • Global Retirement Partners held 190 shares of ProShares Large Cap Core Plus worth $16.2K as of Q2 2026.
  • ProShares Large Cap Core Plus was a new Global Retirement Partners position in Q2 2026.
  • ProShares Large Cap Core Plus made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3175 holding.
  • Global Retirement Partners first reported a position in ProShares Large Cap Core Plus in Q4 2016 and has held it in 33 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 Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.