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	–	171
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

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

Global Wealth Strategies & Associates's CSM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of ProShares Large Cap Core Plus (CSM) in Q2 2026, closing a stake of 2,090 shares — an estimated $156K sold.

Global Wealth Strategies & Associates first reported a position in CSM in Q3 2025 and held it in 3 quarters. The position peaked at $167K in Q4 2025. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining ProShares Large Cap Core Plus position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 2,090 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $156K.
Global Wealth Strategies & Associates first reported a position in ProShares Large Cap Core Plus in Q3 2025 and held it in 3 quarters.
Global Wealth Strategies & Associates's ProShares Large Cap Core Plus position peaked at $167K in Q4 2025.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.