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ProShares Credit Suisse 130/30 shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 208 76.57

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iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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