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Proshares Tr cmn shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Proshares Tr cmn (SPXV) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Proshares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr cmn held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr cmn by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1k 110 73.37
2025-06-30 $7.5k 110 67.77
2025-03-31 $6.6k 110 60.05
2024-12-31 $11k 176 65.01
2024-09-30 $11k 176 64.52

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

Top funds holding Proshares Tr cmn

SG Americas Securities
Barclays
Creative Planning
Goldman Sachs Group
Mather Group
Federation des caisses Desjardins du Quebec
LPL Financial
Truefg
Jpmorgan Chase & Co
American Trust Investment Advisors
Western Wealth Management
Atria Wealth Solutions
Cozad Asset Management
Central Trust & Investment
Steward Partners Investment Advisory

View all funds holding Proshares Tr cmn