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Prospera Financial Services’s ProShares Large Cap Core Plus CSM Stock Holding History

Prospera Financial Services’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 		$796K Sell
9,337
-66
-0.7% -$5.49K 0.01% 866
2026
Q1 		$704K Buy
9,403
+240
+3% +$18.8K 0.01% 867
2025
Q4 		$731K Buy
9,163
+86
+0.9% +$6.71K 0.01% 796
2025
Q3 		$696K Sell
9,077
-141
-2% -$10.3K 0.01% 818
2025
Q2 		$650K Buy
9,218
+498
+6% +$32.5K 0.01% 816
2025
Q1 		$556K Buy
8,720
+284
+3% +$18.9K 0.01% 743
2024
Q4 		$558K Buy
+8,436
New +$565K 0.01% 709
2022
Q3 		– Sell
-114
Closed -$5K – 998
2022
Q2 		$5K Hold
114
– – ﹤0.01% 1449
2022
Q1 		$6K Buy
+114
New +$6.03K ﹤0.01% 2198
2020
Q4 		– Sell
-324
Closed -$12K – 847
2020
Q3 		$12K Buy
+324
New +$12.2K ﹤0.01% 1052

Other funds holding CSM

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Prospera Financial Services's CSM Position: Q2 2026 in Review

Prospera Financial Services reduced its ProShares Large Cap Core Plus (CSM) stake by 0.7% in Q2 2026, selling an estimated $5.49K and leaving 9,337 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #866.

Prospera Financial Services first reported a position in CSM in Q3 2020 and has held it in 10 quarters since. 16 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • Prospera Financial Services held 9,337 shares of ProShares Large Cap Core Plus worth $796K as of Q2 2026.
  • Prospera Financial Services sold 66 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $5.49K.
  • ProShares Large Cap Core Plus made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #866 holding.
  • Prospera Financial Services first reported a position in ProShares Large Cap Core Plus in Q3 2020 and has held it in 10 quarters since.
  • 16 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.