HCR Wealth Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

HCR Wealth Advisors’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	$2.19M	Hold	25,714	–	–	0.2%	77
2026 Q1	$1.92M	Hold	25,714	–	–	0.2%	77
2025 Q4	$2.05M	Hold	25,714	–	–	0.2%	77
2025 Q3	$1.98M	Hold	25,714	–	–	0.2%	72
2025 Q2	$1.81M	Hold	25,714	–	–	0.21%	70
2025 Q1	$1.64M	Hold	25,714	–	–	0.21%	73
2024 Q4	$1.7M	Hold	25,714	–	–	0.21%	72
2024 Q3	$1.68M	Buy	25,714 +20,714	+414%	+$1.3M	0.22%	72
2024 Q2	$310K	Buy	+5,000	New	+$299K	0.04%	172

Other funds holding CSM

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return