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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
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
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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kingswood Wealth Advisors's CSM Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its ProShares Large Cap Core Plus (CSM) stake by 2.2% in Q1 2026, selling an estimated $7.38K and leaving 4,118 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #703.

Kingswood Wealth Advisors first reported a position in CSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $338K in Q3 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

  • Kingswood Wealth Advisors held 4,118 shares of ProShares Large Cap Core Plus worth $308K as of Q1 2026.
  • Kingswood Wealth Advisors sold 94 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $7.38K.
  • ProShares Large Cap Core Plus made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #703 holding.
  • Kingswood Wealth Advisors first reported a position in ProShares Large Cap Core Plus in Q2 2025 and has held it in 4 quarters since.
  • Kingswood Wealth Advisors's ProShares Large Cap Core Plus position peaked at $338K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.