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Pinnacle Private Wealth’s ProShares Short High Yield SJB Stock Holding History

Pinnacle Private Wealth’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
Q2 		$200K Sell
10,129
-6,582
-39% -$124K 0.08% 259
2022
Q1 		$302K Hold
16,711
– – 0.09% 220
2021
Q4 		$291K Buy
+16,711
New +$295K 0.09% 222

Other funds holding SJB

Kensington Asset Management
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Hilltop Holdings
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
Jefferies Group
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $304M AUM 26.93% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Pinnacle Private Wealth's SJB Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its ProShares Short High Yield (SJB) stake by 39% in Q2 2022, selling an estimated $124K and leaving 10,129 shares worth $200K. The position accounts for 0.08% of the portfolio, ranked #259.

Pinnacle Private Wealth first reported a position in SJB in Q4 2021 and has held it in 3 quarters since. The position peaked at $302K in Q1 2022. 58 funds tracked by Wall St. Rank hold SJB as of Q2 2022.

  • Pinnacle Private Wealth held 10,129 shares of ProShares Short High Yield worth $200K as of Q2 2022.
  • Pinnacle Private Wealth sold 6,582 ProShares Short High Yield shares in Q2 2022, an estimated $124K.
  • ProShares Short High Yield made up 0.08% of Pinnacle Private Wealth's portfolio in Q2 2022, its #259 holding.
  • Pinnacle Private Wealth first reported a position in ProShares Short High Yield in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's ProShares Short High Yield position peaked at $302K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.