SWP
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Stratos Wealth Partners’s ProShares Large Cap Core Plus CSM Stock Holding History

Stratos Wealth Partners’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
-3,049
Closed -$243K – 1635
2025
Q4 		$243K Buy
+3,049
New +$238K ﹤0.01% 1409

Other funds holding CSM

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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

Stratos Wealth Partners's CSM Position: Q1 2026 in Review

Stratos Wealth Partners sold out of ProShares Large Cap Core Plus (CSM) in Q1 2026, closing a stake of 3,049 shares — an estimated $243K sold.

Stratos Wealth Partners first reported a position in CSM in Q4 2025 and held it in 1 quarter. The position peaked at $243K in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

  • Stratos Wealth Partners reported no remaining ProShares Large Cap Core Plus position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,049 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $243K.
  • Stratos Wealth Partners first reported a position in ProShares Large Cap Core Plus in Q4 2025 and held it in 1 quarter.
  • Stratos Wealth Partners's ProShares Large Cap Core Plus position peaked at $243K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.