Essex Financial Services’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

Essex Financial Services’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
2023 Q1	–	Sell	-4,885	Closed	-$247K	–	491
2022 Q4	$247K	Buy	4,885 +15	+0.3%	+$764	0.03%	413
2022 Q3	$211K	Sell	4,870 -1,164	-19%	-$55.6K	0.03%	425
2022 Q2	$271K	Buy	+6,034	New	+$310K	0.03%	383

Other funds holding EQRR

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Essex Financial Services's EQRR Position: Q1 2023 in Review

Essex Financial Services sold out of ProShares Equities for Rising Rates ETF (EQRR) in Q1 2023, closing a stake of 4,885 shares — an estimated $247K sold.

Essex Financial Services first reported a position in EQRR in Q2 2022 and held it in 3 quarters. The position peaked at $271K in Q2 2022. 35 funds tracked by Wall St. Rank hold EQRR as of Q1 2023.

Essex Financial Services reported no remaining ProShares Equities for Rising Rates ETF position as of Q1 2023 after selling out during the quarter.
Essex Financial Services sold 4,885 ProShares Equities for Rising Rates ETF shares in Q1 2023, an estimated $247K.
Essex Financial Services first reported a position in ProShares Equities for Rising Rates ETF in Q2 2022 and held it in 3 quarters.
Essex Financial Services's ProShares Equities for Rising Rates ETF position peaked at $271K in Q2 2022.
35 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q1 2023.

Based on Essex Financial Services's 13F filing for Q1 2023, filed 11 May 2023.