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EverSource Wealth Advisors’s ProShares Short High Yield SJB Stock Holding History

EverSource Wealth Advisors’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
Q1 		– Sell
-2,056
Closed -$39.1K – 2515
2022
Q4 		$39.1K Buy
+2,056
New +$39.4K 0.01% 853

Other funds holding SJB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

EverSource Wealth Advisors's SJB Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of ProShares Short High Yield (SJB) in Q1 2023, closing a stake of 2,056 shares — an estimated $39.1K sold.

EverSource Wealth Advisors first reported a position in SJB in Q4 2022 and held it in 1 quarter. The position peaked at $39.1K in Q4 2022. 49 funds tracked by Wall St. Rank hold SJB as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining ProShares Short High Yield position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,056 ProShares Short High Yield shares in Q1 2023, an estimated $39.1K.
  • EverSource Wealth Advisors first reported a position in ProShares Short High Yield in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's ProShares Short High Yield position peaked at $39.1K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.