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

Primoris 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
2022 Q3	–	Sell	-17,250	Closed	-$479K	–	73
2022 Q2	$479K	Buy	+17,250	New	+$326K	0.69%	37

Other funds holding SJB

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return

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

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return

Primoris Wealth Advisors's SJB Position: Q3 2022 in Review

Primoris Wealth Advisors sold out of ProShares Short High Yield (SJB) in Q3 2022, closing a stake of 17,250 shares — an estimated $479K sold.

Primoris Wealth Advisors first reported a position in SJB in Q2 2022 and held it in 1 quarter. The position peaked at $479K in Q2 2022. 56 funds tracked by Wall St. Rank hold SJB as of Q3 2022.

Primoris Wealth Advisors reported no remaining ProShares Short High Yield position as of Q3 2022 after selling out during the quarter.
Primoris Wealth Advisors sold 17,250 ProShares Short High Yield shares in Q3 2022, an estimated $479K.
Primoris Wealth Advisors first reported a position in ProShares Short High Yield in Q2 2022 and held it in 1 quarter.
Primoris Wealth Advisors's ProShares Short High Yield position peaked at $479K in Q2 2022.
56 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q3 2022.

Based on Primoris Wealth Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.