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

NewEdge 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	$353K	Buy	4,145 +11	+0.3%	+$915	﹤0.01%	2366
2026 Q1	$309K	Buy	4,134 +12	+0.3%	+$942	﹤0.01%	2318
2025 Q4	$328K	Buy	4,122 +13	+0.3%	+$1.01K	﹤0.01%	2255
2025 Q3	$315K	Buy	+4,109	New	+$301K	﹤0.01%	2141

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

NewEdge Advisors's CSM Position: Q2 2026 in Review

NewEdge Advisors increased its ProShares Large Cap Core Plus (CSM) stake by 0.27% in Q2 2026, buying an estimated $915 and bringing the position to 4,145 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

NewEdge Advisors first reported a position in CSM in Q3 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

NewEdge Advisors held 4,145 shares of ProShares Large Cap Core Plus worth $353K as of Q2 2026.
NewEdge Advisors bought 11 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $915.
ProShares Large Cap Core Plus made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2366 holding.
NewEdge Advisors first reported a position in ProShares Large Cap Core Plus in Q3 2025 and has held it in 4 quarters since.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.