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

Optivise 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 		$201K Buy
+2,465
New +$189K 0.1% 222

Other funds holding EQRR

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

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

Optivise Advisory Services opened a new position in ProShares Equities for Rising Rates ETF (EQRR) in Q2 2026: 2,465 shares worth $201K. The stake represents 0.1% of the portfolio and ranks #222 among its holdings.

5 funds tracked by Wall St. Rank hold EQRR as of Q2 2026.

  • Optivise Advisory Services held 2,465 shares of ProShares Equities for Rising Rates ETF worth $201K as of Q2 2026.
  • ProShares Equities for Rising Rates ETF was a new Optivise Advisory Services position in Q2 2026.
  • ProShares Equities for Rising Rates ETF made up 0.1% of Optivise Advisory Services's portfolio in Q2 2026, its #222 holding.
  • 5 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q2 2026.

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