HWA
CSM icon

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

HHM 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 		$139K Hold
1,635
– – 0.01% 253
2026
Q1 		$122K Hold
1,635
– – 0.01% 244
2025
Q4 		$130K Hold
1,635
– – 0.02% 237
2025
Q3 		$125K Sell
1,635
-1,213
-43% -$88.9K 0.01% 254
2025
Q2 		$201K Buy
2,848
+1,848
+185% +$121K 0.02% 199
2025
Q1 		$63.7K Sell
1,000
-170
-15% -$11.3K 0.01% 319
2024
Q4 		$77.4K Hold
1,170
– – 0.01% 293
2024
Q3 		$76.5K Hold
1,170
– – 0.01% 281
2024
Q2 		$72.6K Hold
1,170
– – 0.01% 286
2024
Q1 		$71.1K Hold
1,170
– – 0.01% 255
2023
Q4 		$64.1K Hold
1,170
– – 0.01% 263
2023
Q3 		$57.1K Hold
1,170
– – 0.01% 260
2023
Q2 		$59.7K Hold
1,170
– – 0.01% 264
2023
Q1 		$55.8K Hold
1,170
– – 0.01% 262
2022
Q4 		$52.5K Hold
1,170
– – 0.01% 239
2022
Q3 		$49K Hold
1,170
– – 0.01% 235
2022
Q2 		$52K Hold
1,170
– – 0.01% 274
2022
Q1 		$63K Sell
1,170
-400
-25% -$21.2K 0.01% 271
2021
Q4 		$87K Hold
1,570
– – 0.02% 232
2021
Q3 		$79K Hold
1,570
– – 0.02% 236
2021
Q2 		$78K Hold
1,570
– – 0.02% 233
2021
Q1 		$72K Sell
1,570
-600
-28% -$26.4K 0.02% 226
2020
Q4 		$92K Hold
2,170
– – 0.03% 181
2020
Q3 		$83K Sell
2,170
-1,400
-39% -$52.8K 0.03% 171
2020
Q2 		$127K Hold
3,570
– – 0.05% 112
2020
Q1 		$106K Sell
3,570
-1,800
-34% -$64.9K 0.05% 116
2019
Q4 		$207K Buy
+5,370
New +$198K 0.1% 78

Other funds holding CSM

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

HHM Wealth Advisors held its ProShares Large Cap Core Plus (CSM) position steady in Q2 2026 at 1,635 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #253.

HHM Wealth Advisors first reported a position in CSM in Q4 2019 and has held it in 27 quarters since. The position peaked at $207K in Q4 2019. 27 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • HHM Wealth Advisors held 1,635 shares of ProShares Large Cap Core Plus worth $139K as of Q2 2026.
  • HHM Wealth Advisors left its ProShares Large Cap Core Plus share count unchanged in Q2 2026.
  • ProShares Large Cap Core Plus made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #253 holding.
  • HHM Wealth Advisors first reported a position in ProShares Large Cap Core Plus in Q4 2019 and has held it in 27 quarters since.
  • HHM Wealth Advisors's ProShares Large Cap Core Plus position peaked at $207K in Q4 2019.
  • 27 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

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