WA
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Win Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

Win 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
Q4 		– Sell
-63,063
Closed -$4.12M – 57
2024
Q3 		$4.12M Buy
+63,063
New +$3.96M 1.93% 18

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
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Win Advisors's CSM Position: Q4 2024 in Review

Win Advisors sold out of ProShares Large Cap Core Plus (CSM) in Q4 2024, closing a stake of 63,063 shares — an estimated $4.12M sold.

Win Advisors first reported a position in CSM in Q3 2024 and held it in 1 quarter. The position peaked at $4.12M in Q3 2024. 94 funds tracked by Wall St. Rank hold CSM as of Q4 2024.

  • Win Advisors reported no remaining ProShares Large Cap Core Plus position as of Q4 2024 after selling out during the quarter.
  • Win Advisors sold 63,063 ProShares Large Cap Core Plus shares in Q4 2024, an estimated $4.12M.
  • Win Advisors first reported a position in ProShares Large Cap Core Plus in Q3 2024 and held it in 1 quarter.
  • Win Advisors's ProShares Large Cap Core Plus position peaked at $4.12M in Q3 2024.
  • 94 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q4 2024.

Based on Win Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.