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ProShares Credit Suisse 130/30 shares owned by Aj Wealth Strategies

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

Historical chart of Aj Wealth Strategies 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 Aj Wealth Strategies 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 Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.6M 30k 51.02
2023-03-31 $1.4M 30k 47.67
2022-12-31 $1.4M 30k 44.90
2022-09-30 $1.3M 30k 42.26
2022-06-30 $1.4M 30k 44.60
2022-03-31 $1.6M 30k 53.81
2021-12-31 $1.7M 15k 111.38
2021-09-30 $1.5M 15k 100.19
2021-06-30 $1.5M 15k 99.27
2021-03-31 $1.5M 16k 91.28
2020-12-31 $1.3M 15k 84.36
2020-09-30 $1.2M 15k 76.29
2020-06-30 $791k 11k 70.94
2020-03-31 $785k 13k 59.21
2019-12-31 $1.4M 18k 77.18
2019-09-30 $1.4M 20k 70.92
2019-06-30 $1.5M 21k 70.44
2019-03-31 $1.4M 21k 68.39
2018-12-31 $1.3M 21k 60.61
2018-09-30 $1.5M 21k 72.24
2018-06-30 $1.4M 21k 67.54
2018-03-31 $1.4M 21k 66.54
2017-12-31 $1.4M 21k 66.78
2017-09-30 $1.3M 21k 62.54
2017-06-30 $1.3M 21k 60.12
2017-03-31 $1.4M 24k 58.41
2016-12-31 $1.3M 24k 55.26

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding ProShares Credit Suisse 130/30

Morgan Stanley
National Asset Management
Envestnet Asset Management
LPL Financial
Apexium Financial
Onyx Bridge Wealth Group
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
Waterfront Wealth
Legacy Private Trust
Stifel Financial
Cambridge Investment Research Advisors
Gill Capital Partners
Mutual Advisors

View all funds holding ProShares Credit Suisse 130/30