Wealth Effects’s ProShares Large Cap Core Plus CSM Stock Holding History

Wealth Effects’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	$240K	Hold	3,203	–	–	0.08%	191
2025 Q4	$255K	Hold	3,203	–	–	0.08%	174
2025 Q3	$245K	Buy	+3,203	New	+$235K	0.08%	180
2025 Q2	–	Sell	-3,203	Closed	-$204K	–	207
2025 Q1	$204K	Hold	3,203	–	–	0.09%	179
2024 Q4	$212K	Hold	3,203	–	–	0.08%	194
2024 Q3	$209K	Buy	+3,203	New	+$201K	0.07%	193
2022 Q2	–	Sell	-4,203	Closed	-$226K	–	196
2022 Q1	$226K	Buy	4,203 +1	+0%	+$53	0.11%	173
2021 Q4	$234K	Buy	+4,202	New	+$225K	0.1%	183

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

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Wealth Effects's CSM Position: Q1 2026 in Review

Wealth Effects held its ProShares Large Cap Core Plus (CSM) position steady in Q1 2026 at 3,203 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #191.

Wealth Effects first reported a position in CSM in Q4 2021 and has held it in 8 quarters since. The position peaked at $255K in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

Wealth Effects held 3,203 shares of ProShares Large Cap Core Plus worth $240K as of Q1 2026.
Wealth Effects left its ProShares Large Cap Core Plus share count unchanged in Q1 2026.
ProShares Large Cap Core Plus made up 0.08% of Wealth Effects's portfolio in Q1 2026, its #191 holding.
Wealth Effects first reported a position in ProShares Large Cap Core Plus in Q4 2021 and has held it in 8 quarters since.
Wealth Effects's ProShares Large Cap Core Plus position peaked at $255K in Q4 2025.
101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.