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

Larson Financial Group’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
2022 Q4	–	Sell	-200	Closed	-$8K	–	1509
2022 Q3	$8K	Hold	200	–	–	﹤0.01%	836
2022 Q2	$9K	Hold	200	–	–	﹤0.01%	739
2022 Q1	$11K	Hold	200	–	–	﹤0.01%	631
2021 Q4	$11K	Sell	200 -404	-67%	-$21.6K	﹤0.01%	658
2021 Q3	$30K	Buy	+604	New	+$30.9K	0.01%	380

Other funds holding CSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Larson Financial Group's CSM Position: Q4 2022 in Review

Larson Financial Group sold out of ProShares Large Cap Core Plus (CSM) in Q4 2022, closing a stake of 200 shares — an estimated $8K sold.

Larson Financial Group first reported a position in CSM in Q3 2021 and held it in 5 quarters. The position peaked at $30K in Q3 2021. 87 funds tracked by Wall St. Rank hold CSM as of Q4 2022.

Larson Financial Group reported no remaining ProShares Large Cap Core Plus position as of Q4 2022 after selling out during the quarter.
Larson Financial Group sold 200 ProShares Large Cap Core Plus shares in Q4 2022, an estimated $8K.
Larson Financial Group first reported a position in ProShares Large Cap Core Plus in Q3 2021 and held it in 5 quarters.
Larson Financial Group's ProShares Large Cap Core Plus position peaked at $30K in Q3 2021.
87 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q4 2022.

Based on Larson Financial Group's 13F filing for Q4 2022, filed 3 Feb 2023.