Great Valley Advisor Group’s ProShares Large Cap Core Plus CSM Stock Holding History

Great Valley Advisor Group’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 Q1	$252K	Sell	3,364 -294	-8%	-$23.1K	﹤0.01%	870
2025 Q4	$291K	Hold	3,658	–	–	0.01%	791
2025 Q3	$280K	Sell	3,658 -409	-10%	-$30K	0.01%	784
2025 Q2	$287K	Hold	4,067	–	–	0.01%	756
2025 Q1	$259K	Hold	4,067	–	–	0.01%	769
2024 Q4	$269K	Hold	4,067	–	–	0.01%	718
2024 Q3	$266K	Hold	4,067	–	–	0.01%	723
2024 Q2	$252K	Hold	4,067	–	–	0.01%	686
2024 Q1	$247K	Buy	+4,067	New	+$233K	0.01%	653

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

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

OBWG

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Great Valley Advisor Group's CSM Position: Q1 2026 in Review

Great Valley Advisor Group reduced its ProShares Large Cap Core Plus (CSM) stake by 8% in Q1 2026, selling an estimated $23.1K and leaving 3,364 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Great Valley Advisor Group first reported a position in CSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $291K in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

Great Valley Advisor Group held 3,364 shares of ProShares Large Cap Core Plus worth $252K as of Q1 2026.
Great Valley Advisor Group sold 294 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $23.1K.
ProShares Large Cap Core Plus made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #870 holding.
Great Valley Advisor Group first reported a position in ProShares Large Cap Core Plus in Q1 2024 and has held it in 9 quarters since.
Great Valley Advisor Group's ProShares Large Cap Core Plus position peaked at $291K in Q4 2025.
101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.