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
Q2 		$227K Buy
+2,662
New +$222K 0.05% 257
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 $1.89T 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

Sequent Planning's CSM Position: Q2 2026 in Review

Sequent Planning opened a new position in ProShares Large Cap Core Plus (CSM) in Q2 2026: 2,662 shares worth $227K. The stake represents 0.05% of the portfolio and ranks #257 among its holdings. This is a return to the name: Sequent Planning previously reported a position in CSM as recently as Q4 2025.

Sequent Planning first reported a position in CSM in Q4 2025 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • Sequent Planning held 2,662 shares of ProShares Large Cap Core Plus worth $227K as of Q2 2026.
  • ProShares Large Cap Core Plus was a new Sequent Planning position in Q2 2026.
  • ProShares Large Cap Core Plus made up 0.05% of Sequent Planning's portfolio in Q2 2026, its #257 holding.
  • Sequent Planning first reported a position in ProShares Large Cap Core Plus in Q4 2025 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 Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.