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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
Q3 		$221K Sell
2,549
-1
-0% -$87 0.05% 244
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

B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

RDA Financial Network's CSM Position: Q3 2026 in Review

RDA Financial Network reduced its ProShares Large Cap Core Plus (CSM) stake by 0.04% in Q3 2026, selling an estimated $87 and leaving 2,549 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #244.

RDA Financial Network first reported a position in CSM in Q1 2019 and has held it in 28 quarters since. The position peaked at $359K in Q4 2021. 15 funds tracked by Wall St. Rank hold CSM as of Q3 2026.

  • RDA Financial Network held 2,549 shares of ProShares Large Cap Core Plus worth $221K as of Q3 2026.
  • RDA Financial Network sold 1 ProShares Large Cap Core Plus share in Q3 2026, an estimated $87.
  • ProShares Large Cap Core Plus made up 0.05% of RDA Financial Network's portfolio in Q3 2026, its #244 holding.
  • RDA Financial Network first reported a position in ProShares Large Cap Core Plus in Q1 2019 and has held it in 28 quarters since.
  • RDA Financial Network's ProShares Large Cap Core Plus position peaked at $359K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.