LeClair Wealth Partners’s ProShares Large Cap Core Plus CSM Stock Holding History

LeClair Wealth Partners’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	$292K	Buy	+3,426	New	+$285K	0.15%	102
2026 Q1	–	Sell	-3,426	Closed	-$273K	–	126
2025 Q4	$273K	Sell	3,426 -260	-7%	-$20.3K	0.16%	85
2025 Q3	$282K	Hold	3,686	–	–	0.18%	73
2025 Q2	$260K	Hold	3,686	–	–	0.18%	82
2025 Q1	$235K	Hold	3,686	–	–	0.17%	85
2024 Q4	$244K	Buy	+3,686	New	+$247K	0.16%	87

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

LeClair Wealth Partners's CSM Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in ProShares Large Cap Core Plus (CSM) in Q2 2026: 3,426 shares worth $292K. The stake represents 0.15% of the portfolio and ranks #102 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in CSM as recently as Q4 2025.

LeClair Wealth Partners first reported a position in CSM in Q4 2024 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

LeClair Wealth Partners held 3,426 shares of ProShares Large Cap Core Plus worth $292K as of Q2 2026.
ProShares Large Cap Core Plus was a new LeClair Wealth Partners position in Q2 2026.
ProShares Large Cap Core Plus made up 0.15% of LeClair Wealth Partners's portfolio in Q2 2026, its #102 holding.
LeClair Wealth Partners first reported a position in ProShares Large Cap Core Plus in Q4 2024 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.