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RDA Financial Network’s ProShares Large Cap Core Plus CSM Stock Holding History

RDA Financial Network’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 		$217K Buy
+2,550
New +$212K 0.05% 274
2026
Q1 		– Sell
-2,586
Closed -$206K – 277
2025
Q4 		$206K Sell
2,586
-303
-10% -$23.7K 0.05% 260
2025
Q3 		$221K Sell
2,889
-1,012
-26% -$74.2K 0.05% 244
2025
Q2 		$275K Sell
3,901
-69
-2% -$4.5K 0.07% 213
2025
Q1 		$253K Sell
3,970
-12
-0.3% -$800 0.08% 213
2024
Q4 		$263K Sell
3,982
-107
-3% -$7.16K 0.08% 204
2024
Q3 		$267K Sell
4,089
-122
-3% -$7.66K 0.08% 199
2024
Q2 		$261K Sell
4,211
-25
-0.6% -$1.5K 0.09% 196
2024
Q1 		$257K Sell
4,236
-20
-0.5% -$1.15K 0.09% 200
2023
Q4 		$233K Sell
4,256
-117
-3% -$5.96K 0.09% 198
2023
Q3 		$213K Sell
4,373
-76
-2% -$3.88K 0.09% 201
2023
Q2 		$227K Sell
4,449
-464
-9% -$22.4K 0.1% 202
2023
Q1 		$234K Sell
4,913
-101
-2% -$4.77K 0.11% 191
2022
Q4 		$225K Sell
5,014
-284
-5% -$13K 0.11% 188
2022
Q3 		$224K Sell
5,298
-40
-0.7% -$1.88K 0.12% 176
2022
Q2 		$238K Sell
5,338
-566
-10% -$27.8K 0.12% 173
2022
Q1 		$318K Sell
5,904
-548
-8% -$29K 0.13% 161
2021
Q4 		$359K Sell
6,452
-198
-3% -$10.6K 0.15% 155
2021
Q3 		$333K Sell
6,650
-278
-4% -$14.2K 0.15% 157
2021
Q2 		$344K Sell
6,928
-34
-0.5% -$1.64K 0.15% 151
2021
Q1 		$318K Sell
6,962
-198
-3% -$8.72K 0.14% 163
2020
Q4 		$302K Sell
7,160
-64
-0.9% -$2.56K 0.14% 163
2020
Q3 		$275K Buy
7,224
+556
+8% +$21K 0.12% 168
2020
Q2 		$237K Buy
+6,668
New +$224K 0.12% 174
2020
Q1 		– Sell
-6,396
Closed -$249K – 198
2019
Q4 		$249K Sell
6,396
-116
-2% -$4.27K 0.1% 204
2019
Q3 		$244K Buy
+6,512
New +$230K 0.1% 194
2019
Q2 		– Sell
-6,032
Closed -$212K – 231
2019
Q1 		$212K Buy
+6,032
New +$200K 0.1% 199

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 22.96% 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

RDA Financial Network's CSM Position: Q2 2026 in Review

RDA Financial Network opened a new position in ProShares Large Cap Core Plus (CSM) in Q2 2026: 2,550 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #274 among its holdings. This is a return to the name: RDA Financial Network previously reported a position in CSM as recently as Q4 2025.

RDA Financial Network first reported a position in CSM in Q1 2019 and has held it in 27 quarters since. The position peaked at $359K in Q4 2021. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • RDA Financial Network held 2,550 shares of ProShares Large Cap Core Plus worth $217K as of Q2 2026.
  • ProShares Large Cap Core Plus was a new RDA Financial Network position in Q2 2026.
  • ProShares Large Cap Core Plus made up 0.05% of RDA Financial Network's portfolio in Q2 2026, its #274 holding.
  • RDA Financial Network first reported a position in ProShares Large Cap Core Plus in Q1 2019 and has held it in 27 quarters since.
  • RDA Financial Network's ProShares Large Cap Core Plus position peaked at $359K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.