Wealthcare Advisory Partners’s ProShares Large Cap Core Plus CSM Stock Holding History

Wealthcare Advisory Partners’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	$343K	Sell	4,030 -14	-0.3%	-$1.17K	0.01%	827
2026 Q1	$303K	Sell	4,044 -28	-0.7%	-$2.2K	0.01%	872
2025 Q4	$324K	Sell	4,072 -350	-8%	-$27.3K	0.01%	842
2025 Q3	$339K	Sell	4,422 -23	-0.5%	-$1.69K	0.01%	802
2025 Q2	$313K	Sell	4,445 -30	-0.7%	-$1.96K	0.01%	778
2025 Q1	$285K	Sell	4,475 -45	-1%	-$3K	0.01%	756
2024 Q4	$299K	Sell	4,520 -68	-1%	-$4.55K	0.01%	718
2024 Q3	$300K	Sell	4,588 -66	-1%	-$4.14K	0.01%	721
2024 Q2	$289K	Buy	4,654 +1,063	+30%	+$63.6K	0.01%	689
2024 Q1	$218K	Sell	3,591 -99	-3%	-$5.68K	0.01%	751
2023 Q4	$202K	Sell	3,690 -1,249	-25%	-$63.6K	0.01%	717
2023 Q3	$241K	Sell	4,939 -359	-7%	-$18.3K	0.01%	604
2023 Q2	$270K	Sell	5,298 -82	-2%	-$3.96K	0.01%	598
2023 Q1	$256K	Buy	+5,380	New	+$254K	0.01%	632
2021 Q2	–	Sell	-610	Closed	-$28K	–	816
2021 Q1	$28K	Buy	+610	New	+$26.9K	﹤0.01%	1081
2020 Q2	–	Sell	-600	Closed	-$18K	–	515
2020 Q1	$18K	Buy	600 +2	+0.3%	+$72	﹤0.01%	758
2019 Q4	$23K	Buy	598 +4	+0.7%	+$147	﹤0.01%	724
2019 Q3	$21K	Buy	594 +2	+0.3%	+$71	﹤0.01%	734
2019 Q2	$21K	Hold	592	–	–	﹤0.01%	708
2019 Q1	$20K	Buy	592 +4	+0.7%	+$133	﹤0.01%	655
2018 Q4	$18K	Buy	588 +2	+0.3%	+$66	﹤0.01%	649
2018 Q3	$21K	Hold	586	–	–	﹤0.01%	658
2018 Q2	$20K	Buy	586 +2	+0.3%	+$68	﹤0.01%	669
2018 Q1	$19K	Buy	584 +4	+0.7%	+$137	﹤0.01%	585
2017 Q4	$19K	Buy	580 +2	+0.3%	+$65	﹤0.01%	546
2017 Q3	$18K	Buy	+578	New	+$17.7K	0.01%	446

Other funds holding CSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthcare Advisory Partners's CSM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its ProShares Large Cap Core Plus (CSM) stake by 0.35% in Q2 2026, selling an estimated $1.17K and leaving 4,030 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #827.

Wealthcare Advisory Partners first reported a position in CSM in Q3 2017 and has held it in 26 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Wealthcare Advisory Partners held 4,030 shares of ProShares Large Cap Core Plus worth $343K as of Q2 2026.
Wealthcare Advisory Partners sold 14 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $1.17K.
ProShares Large Cap Core Plus made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #827 holding.
Wealthcare Advisory Partners first reported a position in ProShares Large Cap Core Plus in Q3 2017 and has held it in 26 quarters since.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.