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Allworth Financial’s ProShares Short High Yield SJB Stock Holding History

Allworth Financial’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
2023
Q3 		– Sell
-356
Closed -$6.52K – 3544
2023
Q2 		$6.52K Sell
356
-1,369
-79% -$25.4K ﹤0.01% 2002
2023
Q1 		$31.7K Buy
+1,725
New +$32.2K ﹤0.01% 1251

Other funds holding SJB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Allworth Financial's SJB Position: Q3 2023 in Review

Allworth Financial sold out of ProShares Short High Yield (SJB) in Q3 2023, closing a stake of 356 shares — an estimated $6.52K sold.

Allworth Financial first reported a position in SJB in Q1 2023 and held it in 2 quarters. The position peaked at $31.7K in Q1 2023. 39 funds tracked by Wall St. Rank hold SJB as of Q3 2023.

  • Allworth Financial reported no remaining ProShares Short High Yield position as of Q3 2023 after selling out during the quarter.
  • Allworth Financial sold 356 ProShares Short High Yield shares in Q3 2023, an estimated $6.52K.
  • Allworth Financial first reported a position in ProShares Short High Yield in Q1 2023 and held it in 2 quarters.
  • Allworth Financial's ProShares Short High Yield position peaked at $31.7K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q3 2023.

Based on Allworth Financial's 13F filing for Q3 2023, filed 31 Oct 2023.