Integrated Wealth Concepts’s ProShares Large Cap Core Plus CSM Stock Holding History

Integrated Wealth Concepts’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	$124K	Buy	+1,450	New	+$121K	﹤0.01%	2651

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

Integrated Wealth Concepts's CSM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in ProShares Large Cap Core Plus (CSM) in Q2 2026: 1,450 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #2651 among its holdings.

104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Integrated Wealth Concepts held 1,450 shares of ProShares Large Cap Core Plus worth $124K as of Q2 2026.
ProShares Large Cap Core Plus was a new Integrated Wealth Concepts position in Q2 2026.
ProShares Large Cap Core Plus made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2651 holding.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.