SAM
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S.A. Mason’s ProShares Large Cap Core Plus CSM Stock Holding History

S.A. Mason’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
2025
Q3 		– Sell
-621
Closed -$43.8K – 272
2025
Q2 		$43.8K Buy
621
+2
+0.3% +$130 0.02% 295
2025
Q1 		$39.4K Buy
619
+61
+11% +$4.07K 0.02% 288
2024
Q4 		$36.9K Buy
+558
New +$37.4K 0.02% 287
2020
Q2 		– Sell
-600
Closed -$18K – 304
2020
Q1 		$18K Sell
600
-946
-61% -$34.1K 0.02% 277
2019
Q4 		$60K Buy
+1,546
New +$56.9K 0.06% 215

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
LPL Financial
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

S.A. Mason's CSM Position: Q3 2025 in Review

S.A. Mason sold out of ProShares Large Cap Core Plus (CSM) in Q3 2025, closing a stake of 621 shares — an estimated $43.8K sold.

S.A. Mason first reported a position in CSM in Q4 2019 and held it in 5 quarters. The position peaked at $60K in Q4 2019. 102 funds tracked by Wall St. Rank hold CSM as of Q3 2025.

  • S.A. Mason reported no remaining ProShares Large Cap Core Plus position as of Q3 2025 after selling out during the quarter.
  • S.A. Mason sold 621 ProShares Large Cap Core Plus shares in Q3 2025, an estimated $43.8K.
  • S.A. Mason first reported a position in ProShares Large Cap Core Plus in Q4 2019 and held it in 5 quarters.
  • S.A. Mason's ProShares Large Cap Core Plus position peaked at $60K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.