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Orion Portfolio Solutions’s ProShares Short High Yield SJB Stock Holding History

Orion Portfolio Solutions’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
-14,160
Closed -$283K – 827
2022
Q3 		$283K Buy
+14,160
New +$269K 0.01% 598

Other funds holding SJB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 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 $697M AUM 29.98% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Orion Portfolio Solutions's SJB Position: Q4 2022 in Review

Orion Portfolio Solutions sold out of ProShares Short High Yield (SJB) in Q4 2022, closing a stake of 14,160 shares — an estimated $283K sold.

Orion Portfolio Solutions first reported a position in SJB in Q3 2022 and held it in 1 quarter. The position peaked at $283K in Q3 2022. 62 funds tracked by Wall St. Rank hold SJB as of Q4 2022.

  • Orion Portfolio Solutions reported no remaining ProShares Short High Yield position as of Q4 2022 after selling out during the quarter.
  • Orion Portfolio Solutions sold 14,160 ProShares Short High Yield shares in Q4 2022, an estimated $283K.
  • Orion Portfolio Solutions first reported a position in ProShares Short High Yield in Q3 2022 and held it in 1 quarter.
  • Orion Portfolio Solutions's ProShares Short High Yield position peaked at $283K in Q3 2022.
  • 62 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q4 2022.

Based on Orion Portfolio Solutions's 13F filing for Q4 2022, filed 8 Feb 2023.