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

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

Historical chart of Navis 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 Navis 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $519k 8.5k 60.74
2023-12-31 $468k 8.5k 54.77
2023-09-30 $417k 8.5k 48.81
2023-06-30 $421k 8.3k 51.02
2023-03-31 $400k 8.4k 47.67

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Ishares Tr U.s. Bas Mtl Etf (IYM)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Navis Wealth Advisors

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