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

IFP 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
2023
Q1 		– Sell
-699
Closed -$35K – 3576
2022
Q4 		$35K Buy
699
+1
+0.1% +$46 ﹤0.01% 2481
2022
Q3 		$35K Buy
698
+1
+0.1% +$47 ﹤0.01% 2645
2022
Q2 		$35K Hold
697
– – ﹤0.01% 2411
2022
Q1 		$35K Buy
+697
New +$36.9K ﹤0.01% 2411
2019
Q4 		– Sell
-340
Closed -$12.5K – 2876
2019
Q3 		$12K Buy
+340
New +$12K ﹤0.01% 1976
2019
Q1 		$25K Sell
750
-33,876
-98% -$1.12M ﹤0.01% 1245
2018
Q4 		$1.04M Sell
34,626
-38,100
-52% -$1.26M 0.06% 343
2018
Q3 		$2.63M Sell
72,726
-6,720
-8% -$237K 0.11% 211
2018
Q2 		$2.68M Buy
+79,446
New +$2.69M 0.11% 203
2017
Q4 		– Sell
-79,142
Closed -$2.47M – 3846
2017
Q3 		$2.47M Buy
79,142
+16,050
+25% +$491K 0.1% 222
2017
Q2 		$1.9M Buy
63,092
+3,778
+6% +$112K 0.08% 276
2017
Q1 		$1.73M Sell
59,314
-10
-0% -$287 0.08% 286
2016
Q4 		$1.64M Buy
59,324
+11,390
+24% +$306K 0.08% 276
2016
Q3 		$1.26M Sell
47,934
-760
-2% -$20.1K 0.07% 312
2016
Q2 		$1.25M Buy
48,694
+47,944
+6,393% +$1.21M 0.07% 305
2016
Q1 		$25K Sell
750
-97,406
-99% -$2.31M ﹤0.01% 1245
2015
Q4 		$2.42M Buy
+98,156
New +$2.43M 0.16% 135

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFP Advisors's CSM Position: Q1 2023 in Review

IFP Advisors sold out of ProShares Large Cap Core Plus (CSM) in Q1 2023, closing a stake of 699 shares — an estimated $35K sold.

IFP Advisors first reported a position in CSM in Q4 2015 and held it in 17 quarters. The position peaked at $2.68M in Q2 2018. 80 funds tracked by Wall St. Rank hold CSM as of Q1 2023.

  • IFP Advisors reported no remaining ProShares Large Cap Core Plus position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 699 ProShares Large Cap Core Plus shares in Q1 2023, an estimated $35K.
  • IFP Advisors first reported a position in ProShares Large Cap Core Plus in Q4 2015 and held it in 17 quarters.
  • IFP Advisors's ProShares Large Cap Core Plus position peaked at $2.68M in Q2 2018.
  • 80 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.