Independent Financial Group’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

Independent Financial Group’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	$624K	Buy	7,643 +8	+0.1%	+$613	0.01%	886
2026 Q1	$531K	Buy	7,635 +10	+0.1%	+$677	0.01%	908
2025 Q4	$491K	Buy	7,625 +10	+0.1%	+$633	0.01%	907
2025 Q3	$481K	Buy	7,615 +23	+0.3%	+$1.42K	0.01%	869
2025 Q2	$451K	Sell	7,592 -984	-11%	-$56.1K	0.01%	825
2025 Q1	$507K	Hold	8,576	–	–	0.02%	705
2024 Q4	$487K	Buy	8,576 +648	+8%	+$38.5K	0.02%	699
2024 Q3	$459K	Buy	7,928 +745	+10%	+$42.9K	0.02%	686
2024 Q2	$419K	Hold	7,183	–	–	0.02%	674
2024 Q1	$441K	Sell	7,183 -1,515	-17%	-$84.4K	0.02%	629
2023 Q4	$468K	Sell	8,698 -1,190	-12%	-$60K	0.03%	567
2023 Q3	$501K	Buy	9,888 +4,594	+87%	+$239K	0.03%	488
2023 Q2	$261K	Sell	5,294 -3,885	-42%	-$186K	0.02%	702
2023 Q1	$453K	Buy	+9,179	New	+$483K	0.04%	477

Other funds holding EQRR

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

KAS

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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Independent Financial Group's EQRR Position: Q2 2026 in Review

Independent Financial Group increased its ProShares Equities for Rising Rates ETF (EQRR) stake by 0.1% in Q2 2026, buying an estimated $613 and bringing the position to 7,643 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #886.

Independent Financial Group first reported a position in EQRR in Q1 2023 and has held it in 14 quarters since. 28 funds tracked by Wall St. Rank hold EQRR as of Q2 2026.

Independent Financial Group held 7,643 shares of ProShares Equities for Rising Rates ETF worth $624K as of Q2 2026.
Independent Financial Group bought 8 ProShares Equities for Rising Rates ETF shares in Q2 2026, an estimated $613.
ProShares Equities for Rising Rates ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #886 holding.
Independent Financial Group first reported a position in ProShares Equities for Rising Rates ETF in Q1 2023 and has held it in 14 quarters since.
28 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.