MFG
CSM icon

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

Merit 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
2026
Q2 		$1.68M Buy
19,744
+2,485
+14% +$207K 0.01% 832
2026
Q1 		$1.29M Sell
17,259
-69
-0.4% -$5.41K 0.01% 861
2025
Q4 		$1.38M Buy
17,328
+10
+0.1% +$781 0.01% 789
2025
Q3 		$1.33M Buy
17,318
+4
+0% +$293 0.01% 726
2025
Q2 		$1.22M Sell
17,314
-235
-1% -$15.3K 0.01% 697
2025
Q1 		$1.12M Sell
17,549
-117
-0.7% -$7.8K 0.02% 620
2024
Q4 		$1.17M Sell
17,666
-3
-0% -$201 0.02% 470
2024
Q3 		$1.16M Buy
17,669
+7,589
+75% +$476K 0.03% 388
2024
Q2 		$625K Sell
10,080
-2,375
-19% -$142K 0.01% 530
2024
Q1 		$729K Sell
12,455
-262
-2% -$15K 0.02% 481
2023
Q4 		$697K Buy
12,717
+2
+0% +$102 0.02% 401
2023
Q3 		$621K Sell
12,715
-3,379
-21% -$173K 0.02% 407
2023
Q2 		$821K Sell
16,094
-1,406
-8% -$67.9K 0.03% 371
2023
Q1 		$834K Buy
17,500
+2
+0% +$94 0.03% 314
2022
Q4 		$786K Sell
17,498
-23
-0.1% -$1.05K 0.03% 334
2022
Q3 		$740K Sell
17,521
-285
-2% -$13.4K 0.03% 294
2022
Q2 		$794K Sell
17,806
-232
-1% -$11.4K 0.02% 287
2022
Q1 		$971K Sell
18,038
-638
-3% -$33.8K 0.06% 158
2021
Q4 		$1.04M Sell
18,676
-19,468
-51% -$1.04M 0.1% 94
2021
Q3 		$1.91M Buy
38,144
+1,026
+3% +$52.5K 0.2% 58
2021
Q2 		$1.84M Sell
37,118
-1,258
-3% -$60.7K 0.17% 62
2021
Q1 		$1.75M Sell
38,376
-4,240
-10% -$187K 0.18% 58
2020
Q4 		$1.8M Sell
42,616
-24,226
-36% -$969K 0.17% 54
2020
Q3 		$2.55M Buy
66,842
+7,184
+12% +$271K 0.23% 31
2020
Q2 		$2.12M Sell
59,658
-3,884,618
-98% -$131M 0.21% 35
2020
Q1 		$117M Sell
3,944,276
-1,597,736
-29% -$57.6M 13.05% 3
2019
Q4 		$214M Buy
5,542,012
+184,224
+3% +$6.79M 18.93% 2
2019
Q3 		$190M Sell
5,357,788
-132,346
-2% -$4.67M 20.77% 2
2019
Q2 		$193M Buy
5,490,134
+121,754
+2% +$4.24M 22.68% 2
2019
Q1 		$184M Buy
5,368,380
+246,540
+5% +$8.17M 22.4% 2
2018
Q4 		$155M Buy
5,121,840
+16,606
+0.3% +$550K 23.35% 2
2018
Q3 		$184M Buy
5,105,234
+281,654
+6% +$9.95M 29.53% 2
2018
Q2 		$163M Buy
4,823,580
+365,560
+8% +$12.4M 29.18% 2
2018
Q1 		$148M Buy
4,458,020
+398,206
+10% +$13.6M 29.14% 1
2017
Q4 		$136M Buy
+4,059,814
New +$131M 28.85% 1

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPL Financial
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
WW
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Merit Financial Group's CSM Position: Q2 2026 in Review

Merit Financial Group increased its ProShares Large Cap Core Plus (CSM) stake by 14% in Q2 2026, buying an estimated $207K and bringing the position to 19,744 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #832.

Merit Financial Group first reported a position in CSM in Q4 2017 and has held it in 35 quarters since. The position peaked at $214M in Q4 2019. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • Merit Financial Group held 19,744 shares of ProShares Large Cap Core Plus worth $1.68M as of Q2 2026.
  • Merit Financial Group bought 2,485 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $207K.
  • ProShares Large Cap Core Plus made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #832 holding.
  • Merit Financial Group first reported a position in ProShares Large Cap Core Plus in Q4 2017 and has held it in 35 quarters since.
  • Merit Financial Group's ProShares Large Cap Core Plus position peaked at $214M in Q4 2019.
  • 104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.