Wealth Enhancement Advisory Services’s ProShares Large Cap Core Plus CSM Stock Holding History

Wealth Enhancement Advisory 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
2026 Q3	$219K	Buy	2,493 +31	+1%	+$2.71K	﹤0.01%	3663
2026 Q2	$213K	Buy	+2,462	New	+$205K	﹤0.01%	3530
2026 Q1	–	Sell	-2,896	Closed	-$234K	–	3642
2025 Q4	$234K	Hold	2,896	–	–	﹤0.01%	3141
2025 Q3	$223K	Hold	2,896	–	–	﹤0.01%	3031
2025 Q2	$206K	Buy	+2,896	New	+$189K	﹤0.01%	2972

Other funds holding CSM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services's CSM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its ProShares Large Cap Core Plus (CSM) stake by 1.3% in Q3 2026, buying an estimated $2.71K and bringing the position to 2,493 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #3663.

Wealth Enhancement Advisory Services first reported a position in CSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $234K in Q4 2025. 95 funds tracked by Wall St. Rank hold CSM as of Q3 2026.

Wealth Enhancement Advisory Services held 2,493 shares of ProShares Large Cap Core Plus worth $219K as of Q3 2026.
Wealth Enhancement Advisory Services bought 31 ProShares Large Cap Core Plus shares in Q3 2026, an estimated $2.71K.
ProShares Large Cap Core Plus made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3663 holding.
Wealth Enhancement Advisory Services first reported a position in ProShares Large Cap Core Plus in Q2 2025 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's ProShares Large Cap Core Plus position peaked at $234K in Q4 2025.
95 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.