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Retirement Capital Strategies’s ProShares Short High Yield SJB Stock Holding History

Retirement Capital Strategies’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
Q2 		– Sell
-456,499
Closed -$8.38M – 67
2023
Q1 		$8.38M Buy
+456,499
New +$8.51M 4.07% 8

Other funds holding SJB

CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 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 $299B AUM 28.69% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

Retirement Capital Strategies's SJB Position: Q2 2023 in Review

Retirement Capital Strategies sold out of ProShares Short High Yield (SJB) in Q2 2023, closing a stake of 456,499 shares — an estimated $8.38M sold.

Retirement Capital Strategies first reported a position in SJB in Q1 2023 and held it in 1 quarter. The position peaked at $8.38M in Q1 2023. 41 funds tracked by Wall St. Rank hold SJB as of Q2 2023.

  • Retirement Capital Strategies reported no remaining ProShares Short High Yield position as of Q2 2023 after selling out during the quarter.
  • Retirement Capital Strategies sold 456,499 ProShares Short High Yield shares in Q2 2023, an estimated $8.38M.
  • Retirement Capital Strategies first reported a position in ProShares Short High Yield in Q1 2023 and held it in 1 quarter.
  • Retirement Capital Strategies's ProShares Short High Yield position peaked at $8.38M in Q1 2023.
  • 41 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q2 2023.

Based on Retirement Capital Strategies's 13F filing for Q2 2023, filed 14 Aug 2023.