SMA
CSM icon

Sage Mountain Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

Sage Mountain Advisors’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 		$93.7K Hold
1,100
– – 0.01% 254
2026
Q1 		$82.3K Buy
+1,100
New +$86.3K 0.01% 233

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

Sage Mountain Advisors's CSM Position: Q2 2026 in Review

Sage Mountain Advisors held its ProShares Large Cap Core Plus (CSM) position steady in Q2 2026 at 1,100 shares worth $93.7K. The position accounts for 0.01% of the portfolio, ranked #254.

Sage Mountain Advisors first reported a position in CSM in Q1 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • Sage Mountain Advisors held 1,100 shares of ProShares Large Cap Core Plus worth $93.7K as of Q2 2026.
  • Sage Mountain Advisors left its ProShares Large Cap Core Plus share count unchanged in Q2 2026.
  • ProShares Large Cap Core Plus made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #254 holding.
  • Sage Mountain Advisors first reported a position in ProShares Large Cap Core Plus in Q1 2026 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.