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ProShares Credit Suisse 130/30 shares owned by Kelman-Lazarov

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

Historical chart of Kelman-Lazarov 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 Kelman-Lazarov 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 Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2025-09-30 $368k 4.8k 76.57

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Fundamental Intl (FNDC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Kelman-Lazarov

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