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

Merit 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
2023 Q4	–	Sell	-5,200	Closed	-$263K	–	788
2023 Q3	$263K	Hold	5,200	–	–	0.01%	626
2023 Q2	$256K	Hold	5,200	–	–	0.01%	636
2023 Q1	$256K	Hold	5,200	–	–	0.01%	542
2022 Q4	$264K	Buy	+5,200	New	+$265K	0.01%	572

Other funds holding EQRR

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

RJA

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

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

CCB

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Merit Financial Group's EQRR Position: Q4 2023 in Review

Merit Financial Group sold out of ProShares Equities for Rising Rates ETF (EQRR) in Q4 2023, closing a stake of 5,200 shares — an estimated $263K sold.

Merit Financial Group first reported a position in EQRR in Q4 2022 and held it in 4 quarters. The position peaked at $264K in Q4 2022. 21 funds tracked by Wall St. Rank hold EQRR as of Q4 2023.

Merit Financial Group reported no remaining ProShares Equities for Rising Rates ETF position as of Q4 2023 after selling out during the quarter.
Merit Financial Group sold 5,200 ProShares Equities for Rising Rates ETF shares in Q4 2023, an estimated $263K.
Merit Financial Group first reported a position in ProShares Equities for Rising Rates ETF in Q4 2022 and held it in 4 quarters.
Merit Financial Group's ProShares Equities for Rising Rates ETF position peaked at $264K in Q4 2022.
21 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q4 2023.

Based on Merit Financial Group's 13F filing for Q4 2023, filed 6 Feb 2024.