LHWM
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Lake Hills Wealth Management’s ProShares Short High Yield SJB Stock Holding History

Lake Hills Wealth 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
-335,515
Closed -$6.71M – 59
2022
Q3 		$6.71M Buy
+335,515
New +$6.38M 6.09% 6

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FCM
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VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HighTower Advisors
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lake Hills Wealth Management's SJB Position: Q3 2023 in Review

Lake Hills Wealth Management sold out of ProShares Short High Yield (SJB) in Q3 2023, closing a stake of 235,494 shares — an estimated $4.31M sold.

Lake Hills Wealth Management first reported a position in SJB in Q2 2022 and held it in 4 quarters. The position peaked at $5.35M in Q1 2023. 39 funds tracked by Wall St. Rank hold SJB as of Q3 2023.

  • Lake Hills Wealth Management reported no remaining ProShares Short High Yield position as of Q3 2023 after selling out during the quarter.
  • Lake Hills Wealth Management sold 235,494 ProShares Short High Yield shares in Q3 2023, an estimated $4.31M.
  • Lake Hills Wealth Management first reported a position in ProShares Short High Yield in Q2 2022 and held it in 4 quarters.
  • Lake Hills Wealth Management's ProShares Short High Yield position peaked at $5.35M in Q1 2023.
  • 39 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q3 2023.

Based on Lake Hills Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.