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Peak Financial Advisors’s ProShares Short High Yield SJB Stock Holding History

Peak Financial 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
Q3 		– Sell
-268,426
Closed -$4.92M – 74
2023
Q2 		$4.92M Buy
268,426
+11,233
+4% +$208K 3.86% 8
2023
Q1 		$4.72M Buy
257,193
+69,163
+37% +$1.29M 3.99% 8
2022
Q4 		$3.57M Buy
+188,030
New +$3.61M 3.26% 9

Other funds holding SJB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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

Peak Financial Advisors's SJB Position: Q3 2023 in Review

Peak Financial Advisors sold out of ProShares Short High Yield (SJB) in Q3 2023, closing a stake of 268,426 shares — an estimated $4.92M sold.

Peak Financial Advisors first reported a position in SJB in Q4 2022 and held it in 3 quarters. The position peaked at $4.92M in Q2 2023. 39 funds tracked by Wall St. Rank hold SJB as of Q3 2023.

  • Peak Financial Advisors reported no remaining ProShares Short High Yield position as of Q3 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 268,426 ProShares Short High Yield shares in Q3 2023, an estimated $4.92M.
  • Peak Financial Advisors first reported a position in ProShares Short High Yield in Q4 2022 and held it in 3 quarters.
  • Peak Financial Advisors's ProShares Short High Yield position peaked at $4.92M in Q2 2023.
  • 39 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.