Gradient Investments’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

Gradient Investments’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 Q1	–	Sell	-3	Closed	-$167	–	1406
2023 Q4	$167	Hold	3	–	–	﹤0.01%	1712
2023 Q3	$156	Hold	3	–	–	﹤0.01%	1688
2023 Q2	$151	Hold	3	–	–	﹤0.01%	1659
2023 Q1	$150	Hold	3	–	–	﹤0.01%	1414
2022 Q4	$153	Buy	+3	New	+$153	﹤0.01%	1407

Other funds holding EQRR

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

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

KAS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

Gradient Investments's EQRR Position: Q1 2024 in Review

Gradient Investments sold out of ProShares Equities for Rising Rates ETF (EQRR) in Q1 2024, closing a stake of 3 shares — an estimated $167 sold.

Gradient Investments first reported a position in EQRR in Q4 2022 and held it in 5 quarters. The position peaked at $167 in Q4 2023. 21 funds tracked by Wall St. Rank hold EQRR as of Q1 2024.

Gradient Investments reported no remaining ProShares Equities for Rising Rates ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 3 ProShares Equities for Rising Rates ETF shares in Q1 2024, an estimated $167.
Gradient Investments first reported a position in ProShares Equities for Rising Rates ETF in Q4 2022 and held it in 5 quarters.
Gradient Investments's ProShares Equities for Rising Rates ETF position peaked at $167 in Q4 2023.
21 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.