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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 $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Waterfront Wealth
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Apexium Financial
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.