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ProShares Credit Suisse 130/30 shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management 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 Axxcess Wealth Management 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $235k 4.3k 54.77
2023-09-30 $260k 5.3k 48.81

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Option (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Us Home Cons Etf (ITB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding ProShares Credit Suisse 130/30

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

View all funds holding ProShares Credit Suisse 130/30