NBC Securities’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

NBC Securities’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	$8.53K	Buy	104 +3	+3%	+$230	﹤0.01%	1942
2026 Q1	$7.05K	Buy	101 +5	+5%	+$339	﹤0.01%	2027
2025 Q4	$6.21K	Sell	96 -106	-52%	-$6.71K	﹤0.01%	2147
2025 Q3	$12.8K	Buy	202 +15	+8%	+$924	﹤0.01%	1937
2025 Q2	$11K	Sell	187 -115	-38%	-$6.56K	﹤0.01%	1916
2025 Q1	$17K	Buy	+302	New	+$17.8K	﹤0.01%	1543
2024 Q4	–	Sell	-302	Closed	-$17K	–	1501
2024 Q3	$17K	Hold	302	–	–	﹤0.01%	1555
2024 Q2	$17K	Hold	302	–	–	﹤0.01%	1504
2024 Q1	$18K	Buy	302 +2	+0.7%	+$111	﹤0.01%	1487
2023 Q4	$16K	Buy	300 +2	+0.7%	+$101	﹤0.01%	1550
2023 Q3	$15K	Buy	+298	New	+$15.5K	﹤0.01%	1562

Other funds holding EQRR

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

KAS

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

IFG

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

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NBC Securities's EQRR Position: Q2 2026 in Review

NBC Securities increased its ProShares Equities for Rising Rates ETF (EQRR) stake by 3% in Q2 2026, buying an estimated $230 and bringing the position to 104 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

NBC Securities first reported a position in EQRR in Q3 2023 and has held it in 11 quarters since. The position peaked at $18K in Q1 2024. 11 funds tracked by Wall St. Rank hold EQRR as of Q2 2026.

NBC Securities held 104 shares of ProShares Equities for Rising Rates ETF worth $8.53K as of Q2 2026.
NBC Securities bought 3 ProShares Equities for Rising Rates ETF shares in Q2 2026, an estimated $230.
ProShares Equities for Rising Rates ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1942 holding.
NBC Securities first reported a position in ProShares Equities for Rising Rates ETF in Q3 2023 and has held it in 11 quarters since.
NBC Securities's ProShares Equities for Rising Rates ETF position peaked at $18K in Q1 2024.
11 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.