CarsonAllaria Wealth Management’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

CarsonAllaria Wealth Management’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
2024 Q3	–	Sell	-211	Closed	-$12.3K	–	406
2024 Q2	$12.3K	Buy	+211	New	+$12.5K	0.01%	237

Other funds holding EQRR

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $689M AUM 21.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CarsonAllaria Wealth Management's EQRR Position: Q3 2024 in Review

CarsonAllaria Wealth Management sold out of ProShares Equities for Rising Rates ETF (EQRR) in Q3 2024, closing a stake of 211 shares — an estimated $12.3K sold.

CarsonAllaria Wealth Management first reported a position in EQRR in Q2 2024 and held it in 1 quarter. The position peaked at $12.3K in Q2 2024. 21 funds tracked by Wall St. Rank hold EQRR as of Q3 2024.

CarsonAllaria Wealth Management reported no remaining ProShares Equities for Rising Rates ETF position as of Q3 2024 after selling out during the quarter.
CarsonAllaria Wealth Management sold 211 ProShares Equities for Rising Rates ETF shares in Q3 2024, an estimated $12.3K.
CarsonAllaria Wealth Management first reported a position in ProShares Equities for Rising Rates ETF in Q2 2024 and held it in 1 quarter.
CarsonAllaria Wealth Management's ProShares Equities for Rising Rates ETF position peaked at $12.3K in Q2 2024.
21 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q3 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.