LPL Financial
EQRR icon

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

LPL Financial’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
Q3 		$2.67M Buy
31,780
+15,303
+93% +$1.29M ﹤0.01% 3480
2026
Q2 		$1.35M Sell
16,477
-64,582
-80% -$4.95M ﹤0.01% 4150
2026
Q1 		$5.64M Buy
81,059
+74,273
+1,095% +$5.03M ﹤0.01% 2520
2025
Q4 		$437K Sell
6,786
-1,099
-14% -$69.6K ﹤0.01% 4840
2025
Q3 		$498K Buy
7,885
+2,057
+35% +$127K ﹤0.01% 4632
2025
Q2 		$346K Sell
5,828
-1,546
-21% -$88.2K ﹤0.01% 4675
2025
Q1 		$436K Buy
7,374
+898
+14% +$52.9K ﹤0.01% 4298
2024
Q4 		$367K Sell
6,476
-4,762
-42% -$283K ﹤0.01% 4349
2024
Q3 		$651K Sell
11,238
-4,220
-27% -$243K ﹤0.01% 3770
2024
Q2 		$901K Sell
15,458
-6,027
-28% -$358K ﹤0.01% 3353
2024
Q1 		$1.32M Sell
21,485
-3,994
-16% -$222K ﹤0.01% 2933
2023
Q4 		$1.37M Sell
25,479
-3,624
-12% -$183K ﹤0.01% 2764
2023
Q3 		$1.47M Sell
29,103
-1,438
-5% -$74.7K ﹤0.01% 2575
2023
Q2 		$1.5M Sell
30,541
-3,318
-10% -$159K ﹤0.01% 2509
2023
Q1 		$1.67M Sell
33,859
-285
-0.8% -$15K ﹤0.01% 2298
2022
Q4 		$1.73M Sell
34,144
-33,975
-50% -$1.73M ﹤0.01% 2176
2022
Q3 		$2.96M Buy
68,119
+13,608
+25% +$650K ﹤0.01% 1720
2022
Q2 		$2.45M Sell
54,511
-42,758
-44% -$2.2M ﹤0.01% 1881
2022
Q1 		$5.24M Buy
97,269
+85,181
+705% +$4.53M ﹤0.01% 1408
2021
Q4 		$615K Buy
+12,088
New +$618K ﹤0.01% 3096
2021
Q3 		– Sell
-10,190
Closed -$500K – 4353
2021
Q2 		$500K Buy
+10,190
New +$495K ﹤0.01% 3161
2018
Q4 		– Sell
-6,219
Closed -$309K – 3130
2018
Q3 		$309K Buy
+6,219
New +$309K ﹤0.01% 2665

Other funds holding EQRR

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
KPP Advisory Services
KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial's EQRR Position: Q3 2026 in Review

LPL Financial increased its ProShares Equities for Rising Rates ETF (EQRR) stake by 93% in Q3 2026, buying an estimated $1.29M and bringing the position to 31,780 shares worth $2.67M. The position accounts for ﹤0.01% of the portfolio, ranked #3480.

LPL Financial first reported a position in EQRR in Q3 2018 and has held it in 22 quarters since. The position peaked at $5.64M in Q1 2026. 7 funds tracked by Wall St. Rank hold EQRR as of Q3 2026.

  • LPL Financial held 31,780 shares of ProShares Equities for Rising Rates ETF worth $2.67M as of Q3 2026.
  • LPL Financial bought 15,303 ProShares Equities for Rising Rates ETF shares in Q3 2026, an estimated $1.29M.
  • ProShares Equities for Rising Rates ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3480 holding.
  • LPL Financial first reported a position in ProShares Equities for Rising Rates ETF in Q3 2018 and has held it in 22 quarters since.
  • LPL Financial's ProShares Equities for Rising Rates ETF position peaked at $5.64M in Q1 2026.
  • 7 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.