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ProShares Credit Suisse 130/30 shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 2.7k 79.68

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View all positions for Sequent Planning

Top funds holding ProShares Credit Suisse 130/30

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
Advisor Group Holdings
Gill Capital Partners
Raymond James Financial

View all funds holding ProShares Credit Suisse 130/30