PWM
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Prosperity Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Prosperity Wealth Management’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
2023
Q2 		– Sell
-6,164
Closed -$294K – 163
2023
Q1 		$294K Sell
6,164
-1,375
-18% -$64.9K 0.23% 81
2022
Q4 		$339K Buy
+7,539
New +$344K 0.32% 70

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prosperity Wealth Management's CSM Position: Q2 2023 in Review

Prosperity Wealth Management sold out of ProShares Large Cap Core Plus (CSM) in Q2 2023, closing a stake of 6,164 shares — an estimated $294K sold.

Prosperity Wealth Management first reported a position in CSM in Q4 2022 and held it in 2 quarters. The position peaked at $339K in Q4 2022. 85 funds tracked by Wall St. Rank hold CSM as of Q2 2023.

  • Prosperity Wealth Management reported no remaining ProShares Large Cap Core Plus position as of Q2 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 6,164 ProShares Large Cap Core Plus shares in Q2 2023, an estimated $294K.
  • Prosperity Wealth Management first reported a position in ProShares Large Cap Core Plus in Q4 2022 and held it in 2 quarters.
  • Prosperity Wealth Management's ProShares Large Cap Core Plus position peaked at $339K in Q4 2022.
  • 85 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2023.

Based on Prosperity Wealth Management's 13F filing for Q2 2023, filed 12 Sep 2023.