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

Kingswood 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	$363K	Buy	4,262 +144	+3%	+$12K	0.01%	705
2026 Q1	$308K	Sell	4,118 -94	-2%	-$7.38K	0.01%	703
2025 Q4	$336K	Sell	4,212 -197	-4%	-$15.4K	0.02%	642
2025 Q3	$338K	Buy	4,409 +1,250	+40%	+$91.6K	0.02%	586
2025 Q2	$223K	Buy	+3,159	New	+$206K	0.02%	666

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 22.9% 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

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

Kingswood Wealth Advisors increased its ProShares Large Cap Core Plus (CSM) stake by 3.5% in Q2 2026, buying an estimated $12K and bringing the position to 4,262 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #705.

Kingswood Wealth Advisors first reported a position in CSM in Q2 2025 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Kingswood Wealth Advisors held 4,262 shares of ProShares Large Cap Core Plus worth $363K as of Q2 2026.
Kingswood Wealth Advisors bought 144 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $12K.
ProShares Large Cap Core Plus made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #705 holding.
Kingswood Wealth Advisors first reported a position in ProShares Large Cap Core Plus in Q2 2025 and has held it in 5 quarters since.
105 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.