Total Clarity Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-1,030	Closed	-$46K	–	365
2022 Q2	$46K	Buy	+1,030	New	+$50.6K	0.02%	424
2022 Q1	–	Sell	-1,030	Closed	-$57K	–	351
2021 Q4	$57K	Hold	1,030	–	–	0.03%	379
2021 Q3	$52K	Buy	+1,030	New	+$52.7K	0.02%	398
2021 Q2	–	Sell	-1,030	Closed	-$47K	–	300
2021 Q1	$47K	Buy	+1,030	New	+$45.4K	0.03%	344
2020 Q1	–	Sell	-2,166	Closed	-$84K	–	192
2019 Q4	$84K	Buy	+2,166	New	+$79.8K	0.06%	200

Other funds holding CSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Total Clarity Wealth Management's CSM Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of ProShares Large Cap Core Plus (CSM) in Q3 2022, closing a stake of 1,030 shares — an estimated $46K sold.

Total Clarity Wealth Management first reported a position in CSM in Q4 2019 and held it in 5 quarters. The position peaked at $84K in Q4 2019. 76 funds tracked by Wall St. Rank hold CSM as of Q3 2022.

Total Clarity Wealth Management reported no remaining ProShares Large Cap Core Plus position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,030 ProShares Large Cap Core Plus shares in Q3 2022, an estimated $46K.
Total Clarity Wealth Management first reported a position in ProShares Large Cap Core Plus in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's ProShares Large Cap Core Plus position peaked at $84K in Q4 2019.
76 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.