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Wetzel Investment Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-2,330
Closed -$142K – 278
2024
Q2 		$142K Hold
2,330
– – 0.08% 145
2024
Q1 		$134K Hold
2,330
– – 0.08% 153
2023
Q4 		$128K Buy
+2,330
New +$119K 0.08% 154

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wetzel Investment Advisors's CSM Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of ProShares Large Cap Core Plus (CSM) in Q3 2024, closing a stake of 2,330 shares — an estimated $142K sold.

Wetzel Investment Advisors first reported a position in CSM in Q4 2023 and held it in 3 quarters. The position peaked at $142K in Q2 2024. 88 funds tracked by Wall St. Rank hold CSM as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining ProShares Large Cap Core Plus position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 2,330 ProShares Large Cap Core Plus shares in Q3 2024, an estimated $142K.
  • Wetzel Investment Advisors first reported a position in ProShares Large Cap Core Plus in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's ProShares Large Cap Core Plus position peaked at $142K in Q2 2024.
  • 88 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.