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United Capital Financial Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

United Capital Financial Advisors’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 		$7.3M Sell
85,749
-891
-1% -$74.1K 0.04% 299
2026
Q1 		$6.5M Sell
86,640
-306
-0.4% -$24K 0.04% 313
2025
Q4 		$6.92M Buy
+86,946
New +$6.79M 0.04% 300

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $645M AUM 27.59% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

United Capital Financial Advisors's CSM Position: Q2 2026 in Review

United Capital Financial Advisors reduced its ProShares Large Cap Core Plus (CSM) stake by 1% in Q2 2026, selling an estimated $74.1K and leaving 85,749 shares worth $7.3M. The position accounts for 0.04% of the portfolio, ranked #299.

United Capital Financial Advisors first reported a position in CSM in Q4 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • United Capital Financial Advisors held 85,749 shares of ProShares Large Cap Core Plus worth $7.3M as of Q2 2026.
  • United Capital Financial Advisors sold 891 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $74.1K.
  • ProShares Large Cap Core Plus made up 0.04% of United Capital Financial Advisors's portfolio in Q2 2026, its #299 holding.
  • United Capital Financial Advisors first reported a position in ProShares Large Cap Core Plus in Q4 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.