KAS
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KPP Advisory Services’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

KPP Advisory 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
2026
Q2 		$784K Sell
9,597
-318
-3% -$24.4K 0.1% 166
2026
Q1 		$689K Sell
9,915
-1,512
-13% -$102K 0.1% 177
2025
Q4 		$735K Buy
11,427
+46
+0.4% +$2.91K 0.11% 168
2025
Q3 		$719K Sell
11,381
-181
-2% -$11.2K 0.11% 164
2025
Q2 		$687K Sell
11,562
-81
-0.7% -$4.62K 0.11% 156
2025
Q1 		$688K Sell
11,643
-238
-2% -$14K 0.13% 137
2024
Q4 		$674K Sell
11,881
-402
-3% -$23.9K 0.16% 118
2024
Q3 		$711K Buy
12,283
+1,976
+19% +$114K 0.17% 111
2024
Q2 		$601K Buy
10,307
+357
+4% +$21.2K 0.16% 113
2024
Q1 		$610K Buy
+9,950
New +$554K 0.17% 112
2023
Q4 		– Sell
-11,479
Closed -$581K – 144
2023
Q3 		$581K Buy
+11,479
New +$597K 0.19% 99

Other funds holding EQRR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

KPP Advisory Services's EQRR Position: Q2 2026 in Review

KPP Advisory Services reduced its ProShares Equities for Rising Rates ETF (EQRR) stake by 3.2% in Q2 2026, selling an estimated $24.4K and leaving 9,597 shares worth $784K. The position accounts for 0.1% of the portfolio, ranked #166.

KPP Advisory Services first reported a position in EQRR in Q3 2023 and has held it in 11 quarters since. 11 funds tracked by Wall St. Rank hold EQRR as of Q2 2026.

  • KPP Advisory Services held 9,597 shares of ProShares Equities for Rising Rates ETF worth $784K as of Q2 2026.
  • KPP Advisory Services sold 318 ProShares Equities for Rising Rates ETF shares in Q2 2026, an estimated $24.4K.
  • ProShares Equities for Rising Rates ETF made up 0.1% of KPP Advisory Services's portfolio in Q2 2026, its #166 holding.
  • KPP Advisory Services first reported a position in ProShares Equities for Rising Rates ETF in Q3 2023 and has held it in 11 quarters since.
  • 11 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.