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DHJJ Financial Advisors’s ProShares High Yield-Interest Rate Hedged ETF HYHG Stock Holding History

DHJJ Financial Advisors’s Portfolio HYHG Stock Details HYHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22
Closed -$1.35K – 811
2023
Q3 		$1.35K Buy
+22
New +$1.35K ﹤0.01% 566

Other funds holding HYHG

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DHJJ Financial Advisors's HYHG Position: Q4 2023 in Review

DHJJ Financial Advisors sold out of ProShares High Yield-Interest Rate Hedged ETF (HYHG) in Q4 2023, closing a stake of 22 shares — an estimated $1.35K sold.

DHJJ Financial Advisors first reported a position in HYHG in Q3 2023 and held it in 1 quarter. The position peaked at $1.35K in Q3 2023. 38 funds tracked by Wall St. Rank hold HYHG as of Q4 2023.

  • DHJJ Financial Advisors reported no remaining ProShares High Yield-Interest Rate Hedged ETF position as of Q4 2023 after selling out during the quarter.
  • DHJJ Financial Advisors sold 22 ProShares High Yield-Interest Rate Hedged ETF shares in Q4 2023, an estimated $1.35K.
  • DHJJ Financial Advisors first reported a position in ProShares High Yield-Interest Rate Hedged ETF in Q3 2023 and held it in 1 quarter.
  • DHJJ Financial Advisors's ProShares High Yield-Interest Rate Hedged ETF position peaked at $1.35K in Q3 2023.
  • 38 funds tracked by Wall St. Rank held ProShares High Yield-Interest Rate Hedged ETF as of Q4 2023.

Based on DHJJ Financial Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.