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ProShares Credit Suisse 130/30 shares owned by Lakeview Capital Partners

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

Historical chart of Lakeview Capital Partners 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 Lakeview Capital Partners 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 Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $692k 11k 66.14
2024-09-30 $704k 11k 65.38
2024-06-30 $691k 11k 60.74
2024-03-31 $691k 11k 60.74
2023-12-31 $614k 11k 54.77
2023-09-30 $543k 11k 48.81
2023-06-30 $552k 11k 51.03

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Managed Portfolio Series Kensington Hedge (KHPI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Listed Fd Tr Shares Core Bd (OVB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Lakeview Capital Partners

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