Gallagher Benefit Services’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

Gallagher Benefit 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
2022 Q4	$1.49M	Buy	+29,369	New	+$1.5M	0.31%	39

Other funds holding EQRR

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

FPGK

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

Gallagher Benefit Services's EQRR Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in ProShares Equities for Rising Rates ETF (EQRR) in Q4 2022: 29,369 shares worth $1.49M. The stake represents 0.31% of the portfolio and ranks #39 among its holdings.

38 funds tracked by Wall St. Rank hold EQRR as of Q4 2022.

Gallagher Benefit Services held 29,369 shares of ProShares Equities for Rising Rates ETF worth $1.49M as of Q4 2022.
ProShares Equities for Rising Rates ETF was a new Gallagher Benefit Services position in Q4 2022.
ProShares Equities for Rising Rates ETF made up 0.31% of Gallagher Benefit Services's portfolio in Q4 2022, its #39 holding.
38 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.