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ProShares Credit Suisse 130/30 shares owned by Duncan Williams Asset Management

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

Historical chart of Duncan Williams Asset Management investment in ProShares Credit Suisse 130/30

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All positions including ProShares Credit Suisse 130/30 held by Duncan Williams Asset 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 Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 31k 76.57
2025-06-30 $2.2M 32k 70.47
2025-03-31 $2.0M 32k 63.72
2024-12-31 $2.1M 32k 66.14
2024-09-30 $2.0M 30k 65.37

More positions owned by Duncan Williams Asset Management

Vanguard Growth Etf Etf (VUG)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Us Value Etf Etf (IUSV)
Apple Stock (AAPL)
Schwab Us Dividend Equity Etf Etf (SCHD)
Tr Activebeta Us Small Cap Equity Etf Etf (GSSC)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Stock (MSFT)
Vanguard Value Etf Etf (VTV)
First Horizon Corporation Stock (FHN)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Powershares Qqq Tr Etf (QQQ)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Duncan Williams Asset Management

Top funds holding ProShares Credit Suisse 130/30

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

View all funds holding ProShares Credit Suisse 130/30