Foundations Investment Advisors’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

Foundations Investment Advisors’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 Q1	$2.34M	Buy	+33,688	New	+$2.28M	0.03%	343

Other funds holding EQRR

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

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

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

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

IFG

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

GAM

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

IAIM

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

Foundations Investment Advisors's EQRR Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in ProShares Equities for Rising Rates ETF (EQRR) in Q1 2026: 33,688 shares worth $2.34M. The stake represents 0.03% of the portfolio and ranks #343 among its holdings.

19 funds tracked by Wall St. Rank hold EQRR as of Q1 2026.

Foundations Investment Advisors held 33,688 shares of ProShares Equities for Rising Rates ETF worth $2.34M as of Q1 2026.
ProShares Equities for Rising Rates ETF was a new Foundations Investment Advisors position in Q1 2026.
ProShares Equities for Rising Rates ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q1 2026, its #343 holding.
19 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.