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Toth Financial Advisory’s ProShares Large Cap Core Plus CSM Stock Holding History

Toth Financial 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 		$15.3K Hold
180
– – ﹤0.01% 535
2026
Q1 		$13.5K Hold
180
– – ﹤0.01% 523
2025
Q4 		$14.3K Hold
180
– – ﹤0.01% 510
2025
Q3 		$13.8K Hold
180
– – ﹤0.01% 505
2025
Q2 		$12.7K Hold
180
– – ﹤0.01% 470
2025
Q1 		$11.5K Hold
180
– – ﹤0.01% 448
2024
Q4 		$11.9K Hold
180
– – ﹤0.01% 445
2024
Q3 		$11.8K Sell
180
-310
-63% -$19.5K ﹤0.01% 439
2024
Q2 		$30.4K Hold
490
– – ﹤0.01% 348
2024
Q1 		$29.8K Hold
490
– – ﹤0.01% 349
2023
Q4 		$26.8K Hold
490
– – ﹤0.01% 351
2023
Q3 		$23.9K Hold
490
– – ﹤0.01% 349
2023
Q2 		$25K Sell
490
-342
-41% -$16.5K ﹤0.01% 356
2023
Q1 		$39.7K Hold
832
– – 0.01% 299
2022
Q4 		$37.4K Hold
832
– – 0.01% 307
2022
Q3 		$35K Hold
832
– – 0.01% 310
2022
Q2 		$37K Hold
832
– – 0.01% 301
2022
Q1 		$45K Sell
832
-900
-52% -$47.6K 0.01% 302
2021
Q4 		$96K Hold
1,732
– – 0.01% 240
2021
Q3 		$87K Sell
1,732
-256
-13% -$13.1K 0.01% 253
2021
Q2 		$99K Hold
1,988
– – 0.02% 219
2021
Q1 		$91K Sell
1,988
-600
-23% -$26.4K 0.01% 234
2020
Q4 		$109K Sell
2,588
-820
-24% -$32.8K 0.02% 215
2020
Q3 		$130K Sell
3,408
-954
-22% -$36K 0.03% 199
2020
Q2 		$155K Sell
4,362
-1,372
-24% -$46.2K 0.03% 177
2020
Q1 		$170K Sell
5,734
-31,558
-85% -$1.14M 0.05% 129
2019
Q4 		$1.44M Buy
37,292
+2,126
+6% +$78.3K 0.29% 83
2019
Q3 		$1.25M Buy
35,166
+3,808
+12% +$134K 0.27% 75
2019
Q2 		$1.1M Buy
31,358
+5,206
+20% +$181K 0.25% 77
2019
Q1 		$894K Buy
26,152
+2,406
+10% +$79.7K 0.21% 82
2018
Q4 		$720K Sell
23,746
-976
-4% -$32.3K 0.2% 81
2018
Q3 		$893K Sell
24,722
-1,838
-7% -$64.9K 0.2% 95
2018
Q2 		$897K Buy
26,560
+646
+2% +$21.8K 0.21% 96
2018
Q1 		$862K Buy
25,914
+700
+3% +$23.9K 0.21% 96
2017
Q4 		$842K Buy
25,214
+1,836
+8% +$59.4K 0.2% 97
2017
Q3 		$731K Buy
23,378
+2,646
+13% +$80.9K 0.18% 104
2017
Q2 		$623K Buy
20,732
+3,262
+19% +$96.8K 0.16% 102
2017
Q1 		$510K Buy
17,470
+526
+3% +$15.1K 0.14% 116
2016
Q4 		$468K Buy
16,944
+4,362
+35% +$117K 0.13% 113
2016
Q3 		$332K Sell
12,582
-1,338
-10% -$35.4K 0.1% 113
2016
Q2 		$356K Sell
13,920
-188
-1% -$4.76K 0.11% 108
2016
Q1 		$357K Sell
14,108
-1,698
-11% -$40.3K 0.12% 98
2015
Q4 		$390K Sell
15,806
-2,772
-15% -$68.6K 0.13% 99
2015
Q3 		$429K Buy
18,578
+372
+2% +$9.11K 0.16% 91
2015
Q2 		$452K Buy
18,206
+3,638
+25% +$92.5K 0.15% 101
2015
Q1 		$366K Buy
14,568
+4,508
+45% +$114K 0.12% 103
2014
Q4 		$254K Buy
+10,060
New +$247K 0.09% 107

Other funds holding CSM

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Toth Financial Advisory's CSM Position: Q2 2026 in Review

Toth Financial Advisory held its ProShares Large Cap Core Plus (CSM) position steady in Q2 2026 at 180 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Toth Financial Advisory first reported a position in CSM in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.44M in Q4 2019. 16 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • Toth Financial Advisory held 180 shares of ProShares Large Cap Core Plus worth $15.3K as of Q2 2026.
  • Toth Financial Advisory left its ProShares Large Cap Core Plus share count unchanged in Q2 2026.
  • ProShares Large Cap Core Plus made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #535 holding.
  • Toth Financial Advisory first reported a position in ProShares Large Cap Core Plus in Q4 2014 and has held it in 47 quarters since.
  • Toth Financial Advisory's ProShares Large Cap Core Plus position peaked at $1.44M in Q4 2019.
  • 16 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.