How many shares of CSM does Merit Financial Group, LLC own?

As of 2026-Q2, Merit Financial Group, LLC holds 19,744 shares of CSM (PROSHARES TR).

What is Merit Financial Group, LLC's CSM position worth?

As of 2026-Q2, Merit Financial Group, LLC's CSM position is worth $1.7M.

Is Merit Financial Group, LLC buying or selling CSM?

In 2026-Q2, Merit Financial Group, LLC increased their CSM position (+14.4% change in shares).

When did Merit Financial Group, LLC first buy CSM?

Based on available 13F filings, Merit Financial Group, LLC first reported a position in CSM in 2019-Q1. They have held the position across 30 quarters.

Back to MF Merit Financial Group, LLC

CSM
30 quarters

Position history for MFMerit Financial Group, LLC's holdings in PROSHARES TR

Current Value

$1.7M

Current Shares

19,744

Total Value Change

-$181.9M

Total Shares Change

-2.7M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	19,744	+14.4%	$1.7M	0.0%	$85.22	29
2026-Q1	Decreased	17,259	-0.4%	$1.3M	0.0%	$78.37	0
2025-Q4	Increased	17,328	+0.1%	$1.4M	0.0%	$80.22	25
2025-Q3	Increased	17,318	+0.0%	$1.3M	0.0%	$75.85	25
2025-Q2	Decreased	17,314	-1.3%	$1.2M	0.0%	$69.64	0
2025-Q1	Decreased	17,549	-0.7%	$1.1M	0.0%	$62.95	0
2024-Q4	Decreased	17,666	-0.0%	$1.2M	0.0%	$65.73	0
2024-Q3	Increased	17,669	+75.3%	$1.2M	0.0%	$64.31	38
2024-Q2	Decreased	10,080	-19.1%	$625,235	0.0%	$60.98	0
2024-Q1	Decreased	12,455	-2.1%	$728,896	0.0%	$59.55	0
2023-Q4	Increased	12,717	+0.0%	$696,510	0.0%	$53.56	24
2023-Q3	Decreased	12,715	-21.0%	$620,598	0.0%	$47.55	0
2023-Q2	Decreased	16,094	-8.0%	$821,176	0.0%	$48.87	0
2023-Q1	Increased	17,500	+0.0%	$834,221	0.0%	$45.53	25
2022-Q4	Decreased	17,498	-0.1%	$785,828	0.0%	$43.37	0
2022-Q3	Decreased	17,521	-1.6%	$740,000	0.0%	$41.22	0
2022-Q2	Decreased	17,806	-1.3%	$794,000	0.0%	$43.17	0
2022-Q1	Increased	18,038	+93.2%	$971,000	0.1%	$52.04	40
2021-Q4	Decreased	9,338	-51.0%	$1M	0.1%	$53.11	0
2021-Q3	Increased	19,072	+2.8%	$1.9M	0.2%	$48.29	32
2021-Q2	Decreased	18,559	-3.3%	$1.8M	0.2%	$47.04	0
2021-Q1	Decreased	19,188	-9.9%	$1.8M	0.2%	$42.92	0
2020-Q4	Decreased	21,308	-36.2%	$1.8M	0.2%	$39.66	0
2020-Q3	Increased	33,421	+12.0%	$2.5M	0.2%	$35.61	35
2020-Q2	Decreased	29,829	-98.5%	$2.1M	0.2%	$32.76	0
2020-Q1	Decreased	2M	-28.8%	$116.8M	13.0%	$28.19	0
2019-Q4	Increased	2.8M	+3.4%	$213.9M	18.9%	$35.80	62
2019-Q3	Decreased	2.7M	-2.4%	$190M	20.8%	$32.66	0
2019-Q2	Increased	2.7M	+2.3%	$193.4M	22.7%	$32.54	61
2019-Q1	New	2.7M	-	$183.6M	22.4%	$31.45	94

Other major holders of CSM: Steward Partners Investment Advisory, LLC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, MORGAN STANLEY

CSM30 quarters

CSM
30 quarters