CSM — PROSHARES LARGE CAP CORE PLUS ETF

Ownership history in GILL CAPITAL PARTNERS, LLC  ·  23 quarters on record

AI Ownership Summary

GILL CAPITAL PARTNERS, LLC reported PROSHARES LARGE CAP CORE PLUS ETF (CSM) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.79% in 2023 Q4. The latest visible filing shows CSM at 1.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GILL CAPITAL PARTNERS, LLC's position in PROSHARES LARGE CAP CORE PLUS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CSM was reported at 1.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.79% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSM stock page GILL CAPITAL PARTNERS, LLC fund profile GILL CAPITAL PARTNERS, LLC full holdings
How GILL CAPITAL PARTNERS, LLC held CSM — position size vs. price
% of Fund (quarterly)    CSM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 47,664 -3,576 -7.0% 1.15% $3.8M 2026-02-14 (Est.) $78.22
2025 Q3 REDUCED 51,240 -3,126 -5.7% 1.20% $3.9M 2025-10-27 $78.23
2025 Q2 REDUCED 54,366 -6,282 -10.4% 1.23% $3.8M 2025-07-31 $71.23
2025 Q1 REDUCED 60,648 -6,283 -9.4% 1.34% $3.9M 2025-05-09 $63.77
2024 Q4 REDUCED 66,931 -2,338 -3.4% 1.59% $4.4M 2025-01-15 $66.17
2024 Q3 REDUCED 69,269 -937 -1.3% 1.62% $4.5M 2024-10-08 $64.14
2024 Q2 REDUCED 70,206 -54 -0.1% 1.68% $4.4M 2024-07-10 $62.21
2024 Q1 REDUCED 70,260 -7,373 -9.5% 1.64% $4.1M 2024-05-06 $57.80
2023 Q4 REDUCED 77,633 -6,650 -7.9% 1.79% $4.3M 2024-01-08 $53.49
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CSM

As of 2025 Q4 — sorted by position size

Waterfront Wealth Inc. 3Y 1.66% Onyx Bridge Wealth Group LLC 3Y 0.99% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.64% Duncan Williams Asset Management, LLC 0.62% MANCHESTER FINANCIAL INC 3Y 7Y 0.46% Patten Group, Inc. 3Y 7Y 0.35% Elmwood Wealth Management, Inc. 3Y 7Y 0.35% Navis Wealth Advisors, LLC 3Y 0.34% QTR Family Wealth, LLC 0.32% Prosperity Financial Group, Inc. 0.28%

FAQ About GILL CAPITAL PARTNERS, LLC and CSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has GILL CAPITAL PARTNERS, LLC reported owning CSM?

GILL CAPITAL PARTNERS, LLC reported CSM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CSM position in GILL CAPITAL PARTNERS, LLC's portfolio?

The largest reported portfolio weight for CSM was 1.79% in 2023 Q4.

What is the latest reported CSM position on this page?

The most recent filing on this page is 2025 Q4, when GILL CAPITAL PARTNERS, LLC reported 47,664 shares, equal to 1.15% of portfolio, with an estimated market value of $3.8M.

What does the chart on this CSM ownership page compare?

The chart compares GILL CAPITAL PARTNERS, LLC's quarterly CSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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