Envestnet Asset Management

Envestnet Asset Management’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

Envestnet Asset 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
2026 Q2	$520K	Buy	+6,367	New	+$488K	﹤0.01%	4042

Other funds holding EQRR

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Envestnet Asset Management's EQRR Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in ProShares Equities for Rising Rates ETF (EQRR) in Q2 2026: 6,367 shares worth $520K. The stake represents ﹤0.01% of the portfolio and ranks #4042 among its holdings.

10 funds tracked by Wall St. Rank hold EQRR as of Q2 2026.

Envestnet Asset Management held 6,367 shares of ProShares Equities for Rising Rates ETF worth $520K as of Q2 2026.
ProShares Equities for Rising Rates ETF was a new Envestnet Asset Management position in Q2 2026.
ProShares Equities for Rising Rates ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4042 holding.
10 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.