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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prosperity Financial Group's CSM Position: Q1 2026 in Review

Prosperity Financial Group increased its ProShares Large Cap Core Plus (CSM) stake by 0.2% in Q1 2026, buying an estimated $1.57K and bringing the position to 9,880 shares worth $739K. The position accounts for 0.27% of the portfolio, ranked #99.

Prosperity Financial Group first reported a position in CSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $786K in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

Prosperity Financial Group held 9,880 shares of ProShares Large Cap Core Plus worth $739K as of Q1 2026.
Prosperity Financial Group bought 20 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $1.57K.
ProShares Large Cap Core Plus made up 0.27% of Prosperity Financial Group's portfolio in Q1 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 14 quarters since.
Prosperity Financial Group's ProShares Large Cap Core Plus position peaked at $786K in Q4 2025.
101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.