IFP Advisors’s ProShares Short High Yield SJB Stock Holding History

IFP 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 Q2	–	Sell	-2,300	Closed	-$53.4K	–	3559
2023 Q1	$53.4K	Buy	2,300 +2,150	+1,433%	+$40.1K	﹤0.01%	1539
2022 Q4	$3K	Buy	+150	New	+$2.88K	﹤0.01%	4055
2017 Q3	–	Sell	-300	Closed	-$7K	–	4193
2017 Q2	$7K	Hold	300	–	–	﹤0.01%	3238
2017 Q1	$7K	Sell	300 -100	-25%	-$2.43K	﹤0.01%	3139
2016 Q4	$10K	Sell	400 -17,500	-98%	-$438K	﹤0.01%	2911
2016 Q3	$448K	Sell	17,900 -112,217	-86%	-$2.87M	0.02%	607
2016 Q2	$3.41M	Buy	+130,117	New	+$3.51M	0.19%	105
2016 Q1	–	Sell	-625	Closed	-$18K	–	3282
2015 Q4	$18K	Buy	+625	New	+$17.6K	﹤0.01%	2227

Other funds holding SJB

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

IFP Advisors's SJB Position: Q2 2023 in Review

IFP Advisors sold out of ProShares Short High Yield (SJB) in Q2 2023, closing a stake of 2,300 shares — an estimated $53.4K sold.

IFP Advisors first reported a position in SJB in Q4 2015 and held it in 8 quarters. The position peaked at $3.41M in Q2 2016. 41 funds tracked by Wall St. Rank hold SJB as of Q2 2023.

IFP Advisors reported no remaining ProShares Short High Yield position as of Q2 2023 after selling out during the quarter.
IFP Advisors sold 2,300 ProShares Short High Yield shares in Q2 2023, an estimated $53.4K.
IFP Advisors first reported a position in ProShares Short High Yield in Q4 2015 and held it in 8 quarters.
IFP Advisors's ProShares Short High Yield position peaked at $3.41M in Q2 2016.
41 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.