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

Merkkuri 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
2026 Q1	$147K	Buy	+9,499	New	+$146K	0.1%	92
2025 Q3	–	Sell	-11,648	Closed	-$182K	–	85
2025 Q2	$182K	Sell	11,648 -398	-3%	-$6.39K	0.14%	81
2025 Q1	$194K	Sell	12,046 -32	-0.3%	-$514	0.17%	81
2024 Q4	$195K	Sell	12,078 -1,421	-11%	-$23.2K	0.15%	83
2024 Q3	$219K	Sell	13,499 -441	-3%	-$7.35K	0.17%	81
2024 Q2	$236K	Buy	+13,940	New	+$240K	0.22%	76

Other funds holding SJB

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

CAG

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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Merkkuri Wealth Advisors's SJB Position: Q1 2026 in Review

Merkkuri Wealth Advisors opened a new position in ProShares Short High Yield (SJB) in Q1 2026: 9,499 shares worth $147K. The stake represents 0.1% of the portfolio and ranks #92 among its holdings. This is a return to the name: Merkkuri Wealth Advisors previously reported a position in SJB as recently as Q2 2025.

Merkkuri Wealth Advisors first reported a position in SJB in Q2 2024 and has held it in 6 quarters since. The position peaked at $236K in Q2 2024. 27 funds tracked by Wall St. Rank hold SJB as of Q1 2026.

Merkkuri Wealth Advisors held 9,499 shares of ProShares Short High Yield worth $147K as of Q1 2026.
ProShares Short High Yield was a new Merkkuri Wealth Advisors position in Q1 2026.
ProShares Short High Yield made up 0.1% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #92 holding.
Merkkuri Wealth Advisors first reported a position in ProShares Short High Yield in Q2 2024 and has held it in 6 quarters since.
Merkkuri Wealth Advisors's ProShares Short High Yield position peaked at $236K in Q2 2024.
27 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.