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

WealthPLAN 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
Q1 		$459K Buy
6,136
+2
+0% +$157 0.09% 167
2025
Q4 		$489K Buy
6,134
+2
+0% +$156 0.07% 184
2025
Q3 		$470K Buy
6,132
+3
+0% +$220 0.07% 178
2025
Q2 		$432K Buy
6,129
+1
+0% +$65 0.07% 177
2025
Q1 		$390K Hold
6,128
– – 0.06% 187
2024
Q4 		$405K Sell
6,128
-1,112
-15% -$74.4K 0.06% 184
2024
Q3 		$473K Buy
7,240
+1
+0% +$63 0.06% 182
2024
Q2 		$449K Sell
7,239
-600
-8% -$35.9K 0.05% 215
2024
Q1 		$476K Sell
7,839
-2
-0% -$115 0.05% 210
2023
Q4 		$429K Sell
7,841
-2,440
-24% -$124K 0.04% 235
2023
Q3 		$502K Sell
10,281
-474
-4% -$24.2K 0.06% 202
2023
Q2 		$549K Sell
10,755
-116
-1% -$5.6K 0.08% 179
2023
Q1 		$518K Buy
10,871
+510
+5% +$24.1K 0.06% 190
2022
Q4 		$511K Buy
+10,361
New +$473K 0.04% 251
2022
Q1 		$573K Sell
11,568
-5,960
-34% -$315K 0.04% 233
2021
Q4 		$468K Buy
17,528
+8,764
+100% +$469K 0.03% 260
2021
Q3 		$477K Sell
8,764
-2,374
-21% -$121K 0.03% 258
2021
Q2 		$571K Buy
11,138
+74
+0.7% +$3.57K 0.04% 217
2021
Q1 		$531K Buy
11,064
+812
+8% +$35.8K 0.04% 222
2020
Q4 		$453K Buy
10,252
+82
+0.8% +$3.28K 0.04% 227
2020
Q3 		$402K Hold
10,170
– – 0.04% 219
2020
Q2 		$392K Hold
10,170
– – 0.04% 211
2020
Q1 		$330K Sell
10,170
-956
-9% -$34.5K 0.04% 188
2019
Q4 		$447K Buy
+11,126
New +$410K 0.05% 168

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthPLAN Partners's CSM Position: Q1 2026 in Review

WealthPLAN Partners increased its ProShares Large Cap Core Plus (CSM) stake by 0.03% in Q1 2026, buying an estimated $157 and bringing the position to 6,136 shares worth $459K. The position accounts for 0.09% of the portfolio, ranked #167.

WealthPLAN Partners first reported a position in CSM in Q4 2019 and has held it in 24 quarters since. The position peaked at $573K in Q1 2022. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

  • WealthPLAN Partners held 6,136 shares of ProShares Large Cap Core Plus worth $459K as of Q1 2026.
  • WealthPLAN Partners bought 2 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $157.
  • ProShares Large Cap Core Plus made up 0.09% of WealthPLAN Partners's portfolio in Q1 2026, its #167 holding.
  • WealthPLAN Partners first reported a position in ProShares Large Cap Core Plus in Q4 2019 and has held it in 24 quarters since.
  • WealthPLAN Partners's ProShares Large Cap Core Plus position peaked at $573K in Q1 2022.
  • 101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.