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Financial Advocates Investment Management’s ProShares Short High Yield SJB Stock Holding History

Financial Advocates Investment Management’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
2022
Q4 		– Sell
-58,790
Closed -$1.17M – 855
2022
Q3 		$1.17M Buy
58,790
+1,492
+3% +$28.4K 0.1% 222
2022
Q2 		$1.13M Buy
57,298
+1,250
+2% +$23.6K 0.09% 245
2022
Q1 		$1.01M Buy
+56,048
New +$1.01M 0.07% 296

Other funds holding SJB

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Advocates Investment Management's SJB Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of ProShares Short High Yield (SJB) in Q4 2022, closing a stake of 58,790 shares — an estimated $1.17M sold.

Financial Advocates Investment Management first reported a position in SJB in Q1 2022 and held it in 3 quarters. The position peaked at $1.17M in Q3 2022. 62 funds tracked by Wall St. Rank hold SJB as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining ProShares Short High Yield position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 58,790 ProShares Short High Yield shares in Q4 2022, an estimated $1.17M.
  • Financial Advocates Investment Management first reported a position in ProShares Short High Yield in Q1 2022 and held it in 3 quarters.
  • Financial Advocates Investment Management's ProShares Short High Yield position peaked at $1.17M in Q3 2022.
  • 62 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.