Money Concepts Capital’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

Money Concepts Capital’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 Q1	$292K	Buy	+4,205	New	+$285K	0.02%	472
2023 Q1	–	Sell	-2,000	Closed	-$101K	–	1199
2022 Q4	$101K	Buy	+2,000	New	+$102K	﹤0.01%	955
2022 Q2	–	Sell	-1,000	Closed	-$54K	–	1771
2022 Q1	$54K	Buy	+1,000	New	+$53.2K	﹤0.01%	1203

Other funds holding EQRR

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

KAS

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFG

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

GAM

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Money Concepts Capital's EQRR Position: Q1 2026 in Review

Money Concepts Capital opened a new position in ProShares Equities for Rising Rates ETF (EQRR) in Q1 2026: 4,205 shares worth $292K. The stake represents 0.02% of the portfolio and ranks #472 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in EQRR as recently as Q4 2022.

Money Concepts Capital first reported a position in EQRR in Q1 2022 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold EQRR as of Q1 2026.

Money Concepts Capital held 4,205 shares of ProShares Equities for Rising Rates ETF worth $292K as of Q1 2026.
ProShares Equities for Rising Rates ETF was a new Money Concepts Capital position in Q1 2026.
ProShares Equities for Rising Rates ETF made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #472 holding.
Money Concepts Capital first reported a position in ProShares Equities for Rising Rates ETF in Q1 2022 and has held it in 3 quarters since.
19 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.