WA
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WPG Advisers’s ProShares Large Cap Core Plus CSM Stock Holding History

WPG Advisers’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 		$30K Hold
352
– – 0.02% 441
2026
Q1 		$26.3K Hold
352
– – 0.02% 415
2025
Q4 		$28K Hold
352
– – 0.02% 424
2025
Q3 		$27K Hold
352
– – 0.02% 437
2025
Q2 		$24.8K Hold
352
– – 0.02% 438
2025
Q1 		$22.4K Buy
+352
New +$23.5K 0.02% 446

Other funds holding CSM

LPL Financial
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
WW
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WPG Advisers's CSM Position: Q2 2026 in Review

WPG Advisers held its ProShares Large Cap Core Plus (CSM) position steady in Q2 2026 at 352 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #441.

WPG Advisers first reported a position in CSM in Q1 2025 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • WPG Advisers held 352 shares of ProShares Large Cap Core Plus worth $30K as of Q2 2026.
  • WPG Advisers left its ProShares Large Cap Core Plus share count unchanged in Q2 2026.
  • ProShares Large Cap Core Plus made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #441 holding.
  • WPG Advisers first reported a position in ProShares Large Cap Core Plus in Q1 2025 and has held it in 6 quarters since.
  • 55 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.