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ProShares Credit Suisse 130/30 shares owned by Onyx Bridge Wealth Group

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

Historical chart of Onyx Bridge Wealth Group 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 Onyx Bridge Wealth Group 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 Onyx Bridge Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 123k 65.37
2024-06-30 $7.7M 124k 62.03
2024-03-31 $7.2M 124k 58.38
2023-12-31 $6.9M 126k 54.77
2023-09-30 $6.2M 127k 48.81
2023-06-30 $6.5M 127k 51.02

More positions owned by Onyx Bridge Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Short Treas Bd (SHV)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Financial (XLF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Developed Mrkt (ICOW)

View all positions for Onyx Bridge Wealth Group

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