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 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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Wealth Enhancement Advisory Services's CSM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in ProShares Large Cap Core Plus (CSM) in Q2 2026: 2,462 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #3530 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in CSM as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in CSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $234K in Q4 2025. 16 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Wealth Enhancement Advisory Services held 2,462 shares of ProShares Large Cap Core Plus worth $213K as of Q2 2026.
ProShares Large Cap Core Plus was a new Wealth Enhancement Advisory Services position in Q2 2026.
ProShares Large Cap Core Plus made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3530 holding.
Wealth Enhancement Advisory Services first reported a position in ProShares Large Cap Core Plus in Q2 2025 and has held it in 4 quarters since.
Wealth Enhancement Advisory Services's ProShares Large Cap Core Plus position peaked at $234K in Q4 2025.
16 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.