TOTH FINANCIAL ADVISORY CORP CSM — Proshares ETF Large Cap Core P

Ownership history in TOTH FINANCIAL ADVISORY CORP  ·  48 quarters on record

AI Ownership Summary

TOTH FINANCIAL ADVISORY CORP reported Proshares ETF Large Cap Core P (CSM) in 48 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows CSM at 0.00% 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 TOTH FINANCIAL ADVISORY CORP's position in Proshares ETF Large Cap Core P, 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
2026 Q3

CSM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

How TOTH FINANCIAL ADVISORY CORP held CSM — position size vs. price
% of Fund (quarterly)    CSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 180 — 0% 0.00% $16K 2026-10-08 $87.90
2026 Q2 UNCHANGED — — — 180 — 0% 0.00% $15K 2026-07-14 $85.85
2026 Q1 UNCHANGED — — — 180 — 0% 0.00% $13K 2026-04-16 $80.34
2025 Q4 UNCHANGED — — — 180 — 0% 0.00% $14K 2026-01-20 $77.54
2025 Q3 UNCHANGED — — — 180 — 0% 0.00% $14K 2025-10-09 $76.25
2025 Q2 UNCHANGED — — — 180 — 0% 0.00% $13K 2025-07-14 $70.12
2025 Q1 UNCHANGED — — — 180 — 0% 0.00% $11K 2025-04-14 $60.10
2024 Q4 UNCHANGED — — — 180 — 0% 0.00% $12K 2025-01-21 $66.93
2024 Q3 REDUCED 63.3% +2.0% ❌ 180 -310 -63.3% 0.00% $12K 2024-10-21 $64.99
2024 Q2 UNCHANGED — — — 490 — 0% 0.00% $30K 2024-07-16 $62.71
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TOTH FINANCIAL ADVISORY CORP and CSM

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

How long has TOTH FINANCIAL ADVISORY CORP reported owning CSM?

TOTH FINANCIAL ADVISORY CORP reported CSM across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported CSM position in TOTH FINANCIAL ADVISORY CORP's portfolio?

The largest reported portfolio weight for CSM was 0.00% in 2024 Q2.

What is the latest reported CSM position on this page?

The most recent filing on this page is 2026 Q3, when TOTH FINANCIAL ADVISORY CORP reported 180 shares, equal to 0.00% of portfolio, with an estimated market value of $16K.

What does the chart on this CSM ownership page compare?

The chart compares TOTH FINANCIAL ADVISORY CORP'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.

How well did TOTH FINANCIAL ADVISORY CORP time their CSM position?

Based on 13F filing dates vs. subsequent CSM price moves, TOTH FINANCIAL ADVISORY CORP correctly timed 13 out of 30 reported position changes (43%). The annualised alpha on CSM relative to SPY over the holding period was -0.9%.

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