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

ORG 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
2025
Q4 		– Sell
-181
Closed -$13.9K – 1721
2025
Q3 		$13.9K Hold
181
– – ﹤0.01% 891
2025
Q2 		$12.8K Buy
+181
New +$11.8K ﹤0.01% 858

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
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Waterfront Wealth
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ORG Partners's CSM Position: Q4 2025 in Review

ORG Partners sold out of ProShares Large Cap Core Plus (CSM) in Q4 2025, closing a stake of 181 shares — an estimated $13.9K sold.

ORG Partners first reported a position in CSM in Q2 2025 and held it in 2 quarters. The position peaked at $13.9K in Q3 2025. 106 funds tracked by Wall St. Rank hold CSM as of Q4 2025.

  • ORG Partners reported no remaining ProShares Large Cap Core Plus position as of Q4 2025 after selling out during the quarter.
  • ORG Partners sold 181 ProShares Large Cap Core Plus shares in Q4 2025, an estimated $13.9K.
  • ORG Partners first reported a position in ProShares Large Cap Core Plus in Q2 2025 and held it in 2 quarters.
  • ORG Partners's ProShares Large Cap Core Plus position peaked at $13.9K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.