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Principal Securities’s ProShares Large Cap Core Plus CSM Stock Holding History

Principal Securities’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
-142
Closed -$10.8K – 1791
2025
Q3 		$10.8K Buy
142
+1
+0.7% +$73 ﹤0.01% 2681
2025
Q2 		$9.93K Buy
141
+1
+0.7% +$65 ﹤0.01% 2621
2025
Q1 		$9.29K Hold
140
– – ﹤0.01% 2558
2024
Q4 		$9.29K Hold
140
– – ﹤0.01% 2553
2024
Q3 		$9.13K Buy
140
+1
+0.7% +$63 ﹤0.01% 2472
2024
Q2 		$8.64K Hold
139
– – ﹤0.01% 2463
2024
Q1 		$8.46K Buy
+139
New +$7.98K ﹤0.01% 2419

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
WW
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
UCFA
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

Principal Securities's CSM Position: Q4 2025 in Review

Principal Securities sold out of ProShares Large Cap Core Plus (CSM) in Q4 2025, closing a stake of 142 shares — an estimated $10.8K sold.

Principal Securities first reported a position in CSM in Q1 2024 and held it in 7 quarters. The position peaked at $10.8K in Q3 2025. 106 funds tracked by Wall St. Rank hold CSM as of Q4 2025.

  • Principal Securities reported no remaining ProShares Large Cap Core Plus position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 142 ProShares Large Cap Core Plus shares in Q4 2025, an estimated $10.8K.
  • Principal Securities first reported a position in ProShares Large Cap Core Plus in Q1 2024 and held it in 7 quarters.
  • Principal Securities's ProShares Large Cap Core Plus position peaked at $10.8K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.