AWM
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AE Wealth Management’s ProShares Short High Yield SJB Stock Holding History

AE Wealth Management’s Portfolio SJB Stock Details SJB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.3K Sell
986
-56
-5% -$859 ﹤0.01% 2196
2025
Q4 		$15.9K Buy
+1,042
New +$16.1K ﹤0.01% 2072
2024
Q4 		– Sell
-337,614
Closed -$5.47M – 2165
2024
Q3 		$5.47M Buy
337,614
+62,645
+23% +$1.04M 0.05% 316
2024
Q2 		$4.66M Buy
274,969
+17,076
+7% +$294K 0.05% 340
2024
Q1 		$4.41M Buy
257,893
+244,852
+1,878% +$4.23M 0.05% 319
2023
Q4 		$225K Sell
13,041
-158,583
-92% -$2.88M ﹤0.01% 1841
2023
Q3 		$3.17M Buy
171,624
+127,494
+289% +$2.34M 0.02% 687
2023
Q2 		$808K Sell
44,130
-26,056
-37% -$483K ﹤0.01% 1166
2023
Q1 		$1.29M Buy
70,186
+16,523
+31% +$308K 0.01% 950
2022
Q4 		$1.02M Buy
53,663
+11,075
+26% +$212K 0.01% 971
2022
Q3 		$852K Sell
42,588
-41,575
-49% -$791K 0.01% 1008
2022
Q2 		$1.66M Buy
+84,163
New +$1.59M 0.01% 723

Other funds holding SJB

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AE Wealth Management's SJB Position: Q1 2026 in Review

AE Wealth Management reduced its ProShares Short High Yield (SJB) stake by 5.4% in Q1 2026, selling an estimated $859 and leaving 986 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

AE Wealth Management first reported a position in SJB in Q2 2022 and has held it in 12 quarters since. The position peaked at $5.47M in Q3 2024. 27 funds tracked by Wall St. Rank hold SJB as of Q1 2026.

  • AE Wealth Management held 986 shares of ProShares Short High Yield worth $15.3K as of Q1 2026.
  • AE Wealth Management sold 56 ProShares Short High Yield shares in Q1 2026, an estimated $859.
  • ProShares Short High Yield made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2196 holding.
  • AE Wealth Management first reported a position in ProShares Short High Yield in Q2 2022 and has held it in 12 quarters since.
  • AE Wealth Management's ProShares Short High Yield position peaked at $5.47M in Q3 2024.
  • 27 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.