Steward Partners Investment Advisory’s ProShares Large Cap Core Plus CSM Stock Holding History

Steward Partners Investment Advisory’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	$651K	Sell	7,644 -426	-5%	-$35.5K	﹤0.01%	1550
2026 Q1	$604K	Sell	8,070 -320	-4%	-$25.1K	﹤0.01%	1418
2025 Q4	$669K	Sell	8,390 -98	-1%	-$7.65K	﹤0.01%	1266
2025 Q3	$650K	Sell	8,488 -269	-3%	-$19.7K	﹤0.01%	1251
2025 Q2	$617K	Sell	8,757 -285	-3%	-$18.6K	﹤0.01%	1201
2025 Q1	$576K	Buy	9,042 +1,694	+23%	+$113K	0.01%	1160
2024 Q4	$486K	Buy	7,348 +1,942	+36%	+$130K	﹤0.01%	1179
2024 Q3	$353K	Buy	5,406 +1,523	+39%	+$95.6K	﹤0.01%	1263
2024 Q2	$241K	Buy	3,883 +82	+2%	+$4.91K	﹤0.01%	1360
2024 Q1	$231K	Buy	3,801 +1,105	+41%	+$63.4K	﹤0.01%	1373
2023 Q4	$148K	Hold	2,696	–	–	﹤0.01%	1507
2023 Q3	$132K	Sell	2,696 -254	-9%	-$13K	﹤0.01%	1450
2023 Q2	$151K	Hold	2,950	–	–	﹤0.01%	1397
2023 Q1	$141K	Hold	2,950	–	–	﹤0.01%	1434
2022 Q4	$132K	Sell	2,950 -150	-5%	-$6.84K	﹤0.01%	1426
2022 Q3	$131K	Hold	3,100	–	–	﹤0.01%	1379
2022 Q2	$138K	Hold	3,100	–	–	﹤0.01%	1358
2022 Q1	$167K	Hold	3,100	–	–	﹤0.01%	1368
2021 Q4	$173K	Hold	3,100	–	–	﹤0.01%	1370
2021 Q3	$155K	Sell	3,100 -100	-3%	-$5.12K	﹤0.01%	1374
2021 Q2	$159K	Sell	3,200 -5,176	-62%	-$250K	﹤0.01%	1718
2021 Q1	$382K	Buy	8,376 +5,176	+162%	+$228K	0.01%	990
2020 Q4	$135K	Buy	3,200 +1,000	+45%	+$40K	﹤0.01%	1238
2020 Q3	$84K	Sell	2,200 -100	-4%	-$3.77K	﹤0.01%	1282
2020 Q2	$82K	Hold	2,300	–	–	﹤0.01%	1228
2020 Q1	$68K	Hold	2,300	–	–	﹤0.01%	1149
2019 Q4	$88K	Buy	2,300 +400	+21%	+$14.7K	﹤0.01%	1174
2019 Q3	$67K	Hold	1,900	–	–	﹤0.01%	1233
2019 Q2	$66K	Buy	+1,900	New	+$66.1K	﹤0.01%	1230

Other funds holding CSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Steward Partners Investment Advisory's CSM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its ProShares Large Cap Core Plus (CSM) stake by 5.3% in Q2 2026, selling an estimated $35.5K and leaving 7,644 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Steward Partners Investment Advisory first reported a position in CSM in Q2 2019 and has held it in 29 quarters since. The position peaked at $669K in Q4 2025. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Steward Partners Investment Advisory held 7,644 shares of ProShares Large Cap Core Plus worth $651K as of Q2 2026.
Steward Partners Investment Advisory sold 426 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $35.5K.
ProShares Large Cap Core Plus made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1550 holding.
Steward Partners Investment Advisory first reported a position in ProShares Large Cap Core Plus in Q2 2019 and has held it in 29 quarters since.
Steward Partners Investment Advisory's ProShares Large Cap Core Plus position peaked at $669K in Q4 2025.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.