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ProShares Credit Suisse 130/30 shares owned by Lakeview Capital Partners

Quarter-by-quarter ownership of ProShares Credit Suisse 130/30 (CSM) shares owned by Lakeview Capital Partners from 13F filings

Historical chart of Lakeview Capital Partners investment in ProShares Credit Suisse 130/30

Tip: Access up to 7 years of quarterly data

All positions including ProShares Credit Suisse 130/30 held by Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ProShares Credit Suisse 130/30 by Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $614k 11k 54.77
2023-09-30 $543k 11k 48.81
2023-06-30 $552k 11k 51.03

More positions owned by Lakeview Capital Partners

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Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Amazon (AMZN)
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Ishares Tr Short Treas Bd (SHV)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
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Alphabet Cap Stk Cl C (GOOG)
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Lakeview Capital Partners

Top funds holding ProShares Credit Suisse 130/30

Wells Fargo & Company
National Asset Management
Apexium Financial
Onyx Bridge Wealth Group
Bank of America Corporation
Bank of New York Mellon
Waterfront Wealth
Legacy Private Trust
Stifel Financial
Cambridge Investment Research Advisors
Gill Capital Partners
AE Wealth Management
Mutual Advisors
Advisor Group Holdings
Baird Financial

View all funds holding ProShares Credit Suisse 130/30