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ProShares Credit Suisse 130/30 shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors 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 HCR Wealth Advisors 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 26k 65.37
2024-06-30 $310k 5.0k 62.03

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
iShares Core S&P Small-Cap ETF Etf (IJR)
Nvidia Corp Common Stock (NVDA)
Microsoft Common Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
Ametek Common Stock (AME)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
iShares Core MSCI Emerging ETF Etf (IEMG)
Meta Platforms Common Stock (META)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

Top funds holding ProShares Credit Suisse 130/30

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

View all funds holding ProShares Credit Suisse 130/30