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ProShares Credit Suisse 130/30 shares owned by Aj Wealth Strategies

Quarter-by-quarter ownership of ProShares Credit Suisse 130/30 (CSM) shares owned by Aj Wealth Strategies from 13F filings

Historical chart of Aj Wealth Strategies 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 Aj Wealth Strategies 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 Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.6M 30k 51.02
2023-03-31 $1.4M 30k 47.67
2022-12-31 $1.4M 30k 44.90
2022-09-30 $1.3M 30k 42.26
2022-06-30 $1.4M 30k 44.60
2022-03-31 $1.6M 30k 53.81
2021-12-31 $1.7M 15k 111.38
2021-09-30 $1.5M 15k 100.19
2021-06-30 $1.5M 15k 99.27
2021-03-31 $1.5M 16k 91.28
2020-12-31 $1.3M 15k 84.36
2020-09-30 $1.2M 15k 76.29
2020-06-30 $791k 11k 70.94
2020-03-31 $785k 13k 59.21
2019-12-31 $1.4M 18k 77.18
2019-09-30 $1.4M 20k 70.92
2019-06-30 $1.5M 21k 70.44
2019-03-31 $1.4M 21k 68.39
2018-12-31 $1.3M 21k 60.61
2018-09-30 $1.5M 21k 72.24
2018-06-30 $1.4M 21k 67.54
2018-03-31 $1.4M 21k 66.54
2017-12-31 $1.4M 21k 66.78
2017-09-30 $1.3M 21k 62.54
2017-06-30 $1.3M 21k 60.12
2017-03-31 $1.4M 24k 58.41
2016-12-31 $1.3M 24k 55.26

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding ProShares Credit Suisse 130/30

Kayne Anderson Rudnick Investment Management
LPL Financial
National Asset Management
Envestnet Asset Management
Onyx Bridge Wealth Group
Bank of America Corporation
Waterfront Wealth
Bank of New York Mellon
Legacy Private Trust
Apexium Financial
Stifel Financial
Wells Fargo & Company
Gill Capital Partners
Mutual Advisors
Cambridge Investment Research Advisors

View all funds holding ProShares Credit Suisse 130/30