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Atria Wealth Solutions’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

Atria Wealth Solutions’s Portfolio EQRR Stock Details EQRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,906
Closed -$355K – 1783
2022
Q2 		$355K Buy
7,906
+584
+8% +$30K 0.01% 1131
2022
Q1 		$395K Buy
+7,322
New +$389K 0.01% 1187

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Atria Wealth Solutions's EQRR Position: Q3 2022 in Review

Atria Wealth Solutions sold out of ProShares Equities for Rising Rates ETF (EQRR) in Q3 2022, closing a stake of 7,906 shares — an estimated $355K sold.

Atria Wealth Solutions first reported a position in EQRR in Q1 2022 and held it in 2 quarters. The position peaked at $395K in Q1 2022. 35 funds tracked by Wall St. Rank hold EQRR as of Q3 2022.

  • Atria Wealth Solutions reported no remaining ProShares Equities for Rising Rates ETF position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,906 ProShares Equities for Rising Rates ETF shares in Q3 2022, an estimated $355K.
  • Atria Wealth Solutions first reported a position in ProShares Equities for Rising Rates ETF in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's ProShares Equities for Rising Rates ETF position peaked at $395K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.