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JFS Wealth Advisors’s ProShares Online Retail ETF ONLN Stock Holding History

JFS Wealth Advisors’s Portfolio ONLN Stock Details ONLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-60
Closed -$1.7K – 1983
2022
Q4 		$1.7K Hold
60
– – ﹤0.01% 1432
2022
Q3 		$2K Hold
60
– – ﹤0.01% 1366
2022
Q2 		$2K Hold
60
– – ﹤0.01% 1362
2022
Q1 		$3K Buy
+60
New +$2.91K ﹤0.01% 1289

Other funds holding ONLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

JFS Wealth Advisors's ONLN Position: Q1 2023 in Review

JFS Wealth Advisors sold out of ProShares Online Retail ETF (ONLN) in Q1 2023, closing a stake of 60 shares — an estimated $1.7K sold.

JFS Wealth Advisors first reported a position in ONLN in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 56 funds tracked by Wall St. Rank hold ONLN as of Q1 2023.

  • JFS Wealth Advisors reported no remaining ProShares Online Retail ETF position as of Q1 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 60 ProShares Online Retail ETF shares in Q1 2023, an estimated $1.7K.
  • JFS Wealth Advisors first reported a position in ProShares Online Retail ETF in Q1 2022 and held it in 4 quarters.
  • JFS Wealth Advisors's ProShares Online Retail ETF position peaked at $3K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held ProShares Online Retail ETF as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.