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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
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 $1.66T 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
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's CSM Position: Q1 2026 in Review

United Capital Financial Advisors reduced its ProShares Large Cap Core Plus (CSM) stake by 0.35% in Q1 2026, selling an estimated $24K and leaving 86,640 shares worth $6.5M. The position accounts for 0.04% of the portfolio, ranked #313.

United Capital Financial Advisors first reported a position in CSM in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.92M in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

  • United Capital Financial Advisors held 86,640 shares of ProShares Large Cap Core Plus worth $6.5M as of Q1 2026.
  • United Capital Financial Advisors sold 306 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $24K.
  • ProShares Large Cap Core Plus made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #313 holding.
  • United Capital Financial Advisors first reported a position in ProShares Large Cap Core Plus in Q4 2025 and has held it in 2 quarters since.
  • United Capital Financial Advisors's ProShares Large Cap Core Plus position peaked at $6.92M in Q4 2025.
  • 101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.