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Regal Investment Advisors’s ProShares Short High Yield SJB Stock Holding History

Regal Investment 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
Q1 		– Sell
-11,652
Closed -$221K – 551
2022
Q4 		$221K Buy
+11,652
New +$223K 0.02% 434
2022
Q2 		– Sell
-11,151
Closed -$202K – 552
2022
Q1 		$202K Buy
+11,151
New +$201K 0.02% 505

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
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Regal Investment Advisors's SJB Position: Q1 2023 in Review

Regal Investment Advisors sold out of ProShares Short High Yield (SJB) in Q1 2023, closing a stake of 11,652 shares — an estimated $221K sold.

Regal Investment Advisors first reported a position in SJB in Q1 2022 and held it in 2 quarters. The position peaked at $221K in Q4 2022. 49 funds tracked by Wall St. Rank hold SJB as of Q1 2023.

  • Regal Investment Advisors reported no remaining ProShares Short High Yield position as of Q1 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 11,652 ProShares Short High Yield shares in Q1 2023, an estimated $221K.
  • Regal Investment Advisors first reported a position in ProShares Short High Yield in Q1 2022 and held it in 2 quarters.
  • Regal Investment Advisors's ProShares Short High Yield position peaked at $221K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.