Global Wealth Strategies & Associates’s ProShares Large Cap Core Plus CSM Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-2,090	Closed	-$156K	–	173
2026 Q1	$156K	Hold	2,090	–	–	0.04%	95
2025 Q4	$167K	Hold	2,090	–	–	0.04%	77
2025 Q3	$160K	Buy	+2,090	New	+$153K	0.04%	76

Other funds holding CSM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return