CFRPA
SJB icon

Castle Financial & Retirement Planning Associates’s ProShares Short High Yield SJB Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$164K Buy
+9,100
New +$161K 0.56% 25

Other funds holding SJB

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
PPW
Pinnacle Private Wealth Andover, Massachusetts $256M AUM
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KPCM
Kings Point Capital Management Great Neck, New York $1.15B AUM 14.8% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's SJB Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in ProShares Short High Yield (SJB) in Q4 2021: 9,100 shares worth $164K. The stake represents 0.56% of the portfolio and ranks #25 among its holdings.

15 funds tracked by Wall St. Rank hold SJB as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 9,100 shares of ProShares Short High Yield worth $164K as of Q4 2021.
  • ProShares Short High Yield was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • ProShares Short High Yield made up 0.56% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #25 holding.
  • 15 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.