Spire Wealth Management’s ProShares Short High Yield SJB Stock Holding History

Spire Wealth Management’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
2024 Q3	–	Sell	-568	Closed	-$9.62K	–	2257
2024 Q2	$9.62K	Sell	568 -1	-0.2%	-$17	﹤0.01%	1647
2024 Q1	$9.72K	Buy	569 +6	+1%	+$104	﹤0.01%	1720
2023 Q4	$9.78K	Sell	563 -13,401	-96%	-$243K	﹤0.01%	1766
2023 Q3	$258K	Sell	13,964 -4,185	-23%	-$76.7K	0.01%	637
2023 Q2	$332K	Sell	18,149 -22,306	-55%	-$413K	0.01%	591
2023 Q1	$743K	Sell	40,455 -43,925	-52%	-$819K	0.03%	400
2022 Q4	$1.6M	Buy	84,380 +83,880	+16,776%	+$1.61M	0.09%	178
2022 Q3	$10K	Buy	+500	New	+$9.51K	﹤0.01%	1573

Other funds holding SJB

CAG

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

FCM

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Spire Wealth Management's SJB Position: Q3 2024 in Review

Spire Wealth Management sold out of ProShares Short High Yield (SJB) in Q3 2024, closing a stake of 568 shares — an estimated $9.62K sold.

Spire Wealth Management first reported a position in SJB in Q3 2022 and held it in 8 quarters. The position peaked at $1.6M in Q4 2022. 32 funds tracked by Wall St. Rank hold SJB as of Q3 2024.

Spire Wealth Management reported no remaining ProShares Short High Yield position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 568 ProShares Short High Yield shares in Q3 2024, an estimated $9.62K.
Spire Wealth Management first reported a position in ProShares Short High Yield in Q3 2022 and held it in 8 quarters.
Spire Wealth Management's ProShares Short High Yield position peaked at $1.6M in Q4 2022.
32 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.