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Synergy Investment Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Synergy Investment Management’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
2025
Q2 		– Sell
-92
Closed -$5.86K – 174
2025
Q1 		$5.86K Buy
+92
New +$6.14K ﹤0.01% 431

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Synergy Investment Management's CSM Position: Q2 2025 in Review

Synergy Investment Management sold out of ProShares Large Cap Core Plus (CSM) in Q2 2025, closing a stake of 92 shares — an estimated $5.86K sold.

Synergy Investment Management first reported a position in CSM in Q1 2025 and held it in 1 quarter. The position peaked at $5.86K in Q1 2025. 99 funds tracked by Wall St. Rank hold CSM as of Q2 2025.

  • Synergy Investment Management reported no remaining ProShares Large Cap Core Plus position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 92 ProShares Large Cap Core Plus shares in Q2 2025, an estimated $5.86K.
  • Synergy Investment Management first reported a position in ProShares Large Cap Core Plus in Q1 2025 and held it in 1 quarter.
  • Synergy Investment Management's ProShares Large Cap Core Plus position peaked at $5.86K in Q1 2025.
  • 99 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.