Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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PFS
Prospera Financial Services’s
Consensus Cloud Solutions
CCSI
Stock Holding History
Prospera Financial Services’s Portfolio
CCSI Stock Details
CCSI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
$817K
Hold
21,418
–
–
0.01%
853
2026
Q1
$508K
Sell
21,418
-781
-4%
-$20.1K
0.01%
972
2025
Q4
$484K
Sell
22,199
-4,268
-16%
-$105K
0.01%
940
2025
Q3
$777K
Sell
26,467
-215
-0.8%
-$5.33K
0.01%
778
2025
Q2
$615K
Buy
+26,682
New
+$575K
0.01%
835
Other funds holding CCSI
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.8B AUM
29.42%
1-Year Est. Return
GI
GAMMA Investing
Foster City, California
$2.69B AUM
42.78%
1-Year Est. Return
VCM
Versant Capital Management
Phoenix, Arizona
$1.12B AUM
34.21%
1-Year Est. Return
TWD
True Wealth Design
Akron, Ohio
$420M AUM
22.7%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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