GWN Securities
CSM icon

GWN Securities’s ProShares Large Cap Core Plus CSM Stock Holding History

GWN Securities’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
Q2 		– Sell
-10,569
Closed -$713K – 465
2025
Q1 		$713K Buy
+10,569
New +$705K 0.04% 362

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
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Waterfront Wealth
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Apexium Financial
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GWN Securities's CSM Position: Q2 2025 in Review

GWN Securities sold out of ProShares Large Cap Core Plus (CSM) in Q2 2025, closing a stake of 10,569 shares — an estimated $713K sold.

GWN Securities first reported a position in CSM in Q1 2025 and held it in 1 quarter. The position peaked at $713K in Q1 2025. 99 funds tracked by Wall St. Rank hold CSM as of Q2 2025.

  • GWN Securities reported no remaining ProShares Large Cap Core Plus position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 10,569 ProShares Large Cap Core Plus shares in Q2 2025, an estimated $713K.
  • GWN Securities first reported a position in ProShares Large Cap Core Plus in Q1 2025 and held it in 1 quarter.
  • GWN Securities's ProShares Large Cap Core Plus position peaked at $713K in Q1 2025.
  • 99 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.