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 Q3	$2.23M	Hold	25,714	–	–	0.18%	79
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 $2.57B AUM 28.13% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

HCR Wealth Advisors's CSM Position: Q3 2026 in Review

HCR Wealth Advisors held its ProShares Large Cap Core Plus (CSM) position steady in Q3 2026 at 25,714 shares worth $2.23M. The position accounts for 0.18% of the portfolio, ranked #79.

HCR Wealth Advisors first reported a position in CSM in Q2 2024 and has held it in 10 quarters since. 20 funds tracked by Wall St. Rank hold CSM as of Q3 2026.

HCR Wealth Advisors held 25,714 shares of ProShares Large Cap Core Plus worth $2.23M as of Q3 2026.
HCR Wealth Advisors left its ProShares Large Cap Core Plus share count unchanged in Q3 2026.
ProShares Large Cap Core Plus made up 0.18% of HCR Wealth Advisors's portfolio in Q3 2026, its #79 holding.
HCR Wealth Advisors first reported a position in ProShares Large Cap Core Plus in Q2 2024 and has held it in 10 quarters since.
20 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2026.

Based on HCR Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.