SP
CSM icon

Sequent Planning’s ProShares Large Cap Core Plus CSM Stock Holding History

Sequent Planning’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
Q1 		– Sell
-2,662
Closed -$212K – 244
2025
Q4 		$212K Buy
+2,662
New +$208K 0.05% 218

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
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sequent Planning's CSM Position: Q1 2026 in Review

Sequent Planning sold out of ProShares Large Cap Core Plus (CSM) in Q1 2026, closing a stake of 2,662 shares — an estimated $212K sold.

Sequent Planning first reported a position in CSM in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

  • Sequent Planning reported no remaining ProShares Large Cap Core Plus position as of Q1 2026 after selling out during the quarter.
  • Sequent Planning sold 2,662 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $212K.
  • Sequent Planning first reported a position in ProShares Large Cap Core Plus in Q4 2025 and held it in 1 quarter.
  • Sequent Planning's ProShares Large Cap Core Plus position peaked at $212K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.