Carson Wealth (CWM LLC)
SJB icon

Carson Wealth (CWM LLC)’s ProShares Short High Yield SJB Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q2 		– Sell
-10
Closed – – 5284
2025
Q1 		$0 Hold
10
– – ﹤0.01% 5185
2024
Q4 		$0 Hold
10
– – ﹤0.01% 5133
2024
Q3 		$0 Hold
10
– – ﹤0.01% 5119
2024
Q2 		$0 Buy
+10
New +$172 ﹤0.01% 4905

Other funds holding SJB

CAG
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TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
PSFG
Park Square Financial Group Roswell, Georgia $13.2M AUM 23.63% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SJB Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of ProShares Short High Yield (SJB) in Q2 2025, closing a stake of 10 shares.

Carson Wealth (CWM LLC) first reported a position in SJB in Q2 2024 and held it in 4 quarters. The position peaked at $0 in Q1 2025. 24 funds tracked by Wall St. Rank hold SJB as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining ProShares Short High Yield position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 10 ProShares Short High Yield shares in Q2 2025.
  • Carson Wealth (CWM LLC) first reported a position in ProShares Short High Yield in Q2 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s ProShares Short High Yield position peaked at $0 in Q1 2025.
  • 24 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.