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TrustCore Financial Services’s ProShares Large Cap Core Plus CSM Stock Holding History

TrustCore Financial Services’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
Q2 		– Sell
-21
Closed -$1K – 1050
2022
Q1 		$1K Buy
+21
New +$1.11K ﹤0.01% 988

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PS
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Wells Fargo
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TrustCore Financial Services's CSM Position: Q2 2022 in Review

TrustCore Financial Services sold out of ProShares Large Cap Core Plus (CSM) in Q2 2022, closing a stake of 21 shares — an estimated $1K sold.

TrustCore Financial Services first reported a position in CSM in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 86 funds tracked by Wall St. Rank hold CSM as of Q2 2022.

  • TrustCore Financial Services reported no remaining ProShares Large Cap Core Plus position as of Q2 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 21 ProShares Large Cap Core Plus shares in Q2 2022, an estimated $1K.
  • TrustCore Financial Services first reported a position in ProShares Large Cap Core Plus in Q1 2022 and held it in 1 quarter.
  • TrustCore Financial Services's ProShares Large Cap Core Plus position peaked at $1K in Q1 2022.
  • 86 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2022.

Based on TrustCore Financial Services's 13F filing for Q2 2022, filed 26 Jul 2022.