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

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

HCR Wealth Advisors's CSM Position: Q2 2026 in Review

HCR Wealth Advisors held its ProShares Large Cap Core Plus (CSM) position steady in Q2 2026 at 25,714 shares worth $2.19M. The position accounts for 0.2% of the portfolio, ranked #77.

HCR Wealth Advisors first reported a position in CSM in Q2 2024 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

HCR Wealth Advisors held 25,714 shares of ProShares Large Cap Core Plus worth $2.19M as of Q2 2026.
HCR Wealth Advisors left its ProShares Large Cap Core Plus share count unchanged in Q2 2026.
ProShares Large Cap Core Plus made up 0.2% of HCR Wealth Advisors's portfolio in Q2 2026, its #77 holding.
HCR Wealth Advisors first reported a position in ProShares Large Cap Core Plus in Q2 2024 and has held it in 9 quarters since.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.