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ProShares Credit Suisse 130/30 shares owned by Sage Mountain Advisors

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

Historical chart of Sage Mountain 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 Sage Mountain 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 Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $82k 1.1k 74.82

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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Golub Capital BDC (GBDC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (QUS)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard World Inf Tech Etf (VGT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Sage Mountain Advisors

Top funds holding ProShares Credit Suisse 130/30

Morgan Stanley
Kayne Anderson Rudnick Investment Management
LPL Financial
National Asset Management
Waterfront Wealth
Onyx Bridge Wealth Group
Stifel Financial
Envestnet Asset Management
United Capital Financial Advisers
Wells Fargo & Company
Bank of America Corporation
Bank of New York Mellon
Legacy Private Trust
Mutual Advisors
Advisor Group Holdings

View all funds holding ProShares Credit Suisse 130/30