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Scholtz & Company’s ProShares Short High Yield SJB Stock Holding History

Scholtz & Company’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
-11,300
Closed -$215K – 47
2022
Q4 		$215K Sell
11,300
-68,250
-86% -$1.31M 0.15% 43
2022
Q3 		$1.51M Sell
79,550
-71,950
-47% -$1.37M 1.08% 25
2022
Q2 		$2.99M Buy
+151,500
New +$2.86M 1.84% 21

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 $760M AUM 29.29% 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 $67.7B AUM 51.91% 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

Scholtz & Company's SJB Position: Q1 2023 in Review

Scholtz & Company sold out of ProShares Short High Yield (SJB) in Q1 2023, closing a stake of 11,300 shares — an estimated $215K sold.

Scholtz & Company first reported a position in SJB in Q2 2022 and held it in 3 quarters. The position peaked at $2.99M in Q2 2022. 49 funds tracked by Wall St. Rank hold SJB as of Q1 2023.

  • Scholtz & Company reported no remaining ProShares Short High Yield position as of Q1 2023 after selling out during the quarter.
  • Scholtz & Company sold 11,300 ProShares Short High Yield shares in Q1 2023, an estimated $215K.
  • Scholtz & Company first reported a position in ProShares Short High Yield in Q2 2022 and held it in 3 quarters.
  • Scholtz & Company's ProShares Short High Yield position peaked at $2.99M in Q2 2022.
  • 49 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q1 2023.

Based on Scholtz & Company's 13F filing for Q1 2023, filed 15 May 2023.