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Prosperity Financial Group’s ProShares Large Cap Core Plus CSM Stock Holding History

Prosperity Financial Group’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 		$808K Sell
9,480
-400
-4% -$33.3K 0.25% 99
2026
Q1 		$739K Buy
9,880
+20
+0.2% +$1.57K 0.27% 99
2025
Q4 		$786K Sell
9,860
-195
-2% -$15.2K 0.28% 91
2025
Q3 		$770K Sell
10,055
-801
-7% -$58.7K 0.28% 91
2025
Q2 		$765K Sell
10,856
-679
-6% -$44.3K 0.32% 81
2025
Q1 		$735K Sell
11,535
-15
-0.1% -$1K 0.37% 68
2024
Q4 		$764K Sell
11,550
-96
-0.8% -$6.43K 0.38% 68
2024
Q3 		$761K Buy
11,646
+152
+1% +$9.54K 0.43% 62
2024
Q2 		$713K Sell
11,494
-417
-4% -$24.9K 0.45% 59
2024
Q1 		$723K Sell
11,911
-115
-1% -$6.6K 0.45% 57
2023
Q4 		$659K Sell
12,026
-141
-1% -$7.18K 0.46% 49
2023
Q3 		$594K Sell
12,167
-36
-0.3% -$1.84K 0.49% 48
2023
Q2 		$623K Sell
12,203
-240
-2% -$11.6K 0.55% 45
2023
Q1 		$593K Sell
12,443
-2,333
-16% -$110K 0.6% 45
2022
Q4 		$664K Buy
+14,776
New +$674K 0.72% 37

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
WW
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prosperity Financial Group's CSM Position: Q2 2026 in Review

Prosperity Financial Group reduced its ProShares Large Cap Core Plus (CSM) stake by 4% in Q2 2026, selling an estimated $33.3K and leaving 9,480 shares worth $808K. The position accounts for 0.25% of the portfolio, ranked #99.

Prosperity Financial Group first reported a position in CSM in Q4 2022 and has held it in 15 quarters since. 105 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • Prosperity Financial Group held 9,480 shares of ProShares Large Cap Core Plus worth $808K as of Q2 2026.
  • Prosperity Financial Group sold 400 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $33.3K.
  • ProShares Large Cap Core Plus made up 0.25% of Prosperity Financial Group's portfolio in Q2 2026, its #99 holding.
  • Prosperity Financial Group first reported a position in ProShares Large Cap Core Plus in Q4 2022 and has held it in 15 quarters since.
  • 105 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.