HRT Financial’s ProShares Large Cap Core Plus CSM Stock Holding History

HRT Financial’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	$1.23M	Buy	+14,474	New	+$1.2M	﹤0.01%	2041
2026 Q1	–	Sell	-5,936	Closed	-$472K	–	3940
2025 Q4	$472K	Buy	+5,936	New	+$463K	﹤0.01%	2143
2021 Q1	–	Sell	-13,774	Closed	-$581K	–	2753
2020 Q4	$581K	Sell	13,774 -5,960	-30%	-$238K	0.01%	945
2020 Q3	$752K	Buy	+19,734	New	+$745K	0.02%	702

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

HRT Financial's CSM Position: Q2 2026 in Review

HRT Financial opened a new position in ProShares Large Cap Core Plus (CSM) in Q2 2026: 14,474 shares worth $1.23M. The stake represents ﹤0.01% of the portfolio and ranks #2041 among its holdings. This is a return to the name: HRT Financial previously reported a position in CSM as recently as Q4 2025.

HRT Financial first reported a position in CSM in Q3 2020 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

HRT Financial held 14,474 shares of ProShares Large Cap Core Plus worth $1.23M as of Q2 2026.
ProShares Large Cap Core Plus was a new HRT Financial position in Q2 2026.
ProShares Large Cap Core Plus made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2041 holding.
HRT Financial first reported a position in ProShares Large Cap Core Plus in Q3 2020 and has held it in 4 quarters since.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.