Secure Asset Management’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

Secure Asset Management’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
2022 Q2	–	Sell	-4,465	Closed	-$241K	–	178
2022 Q1	$241K	Sell	4,465 -180	-4%	-$9.57K	0.11%	169
2021 Q4	$236K	Buy	+4,645	New	+$237K	0.1%	176

Other funds holding EQRR

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

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

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

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

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Secure Asset Management's EQRR Position: Q2 2022 in Review

Secure Asset Management sold out of ProShares Equities for Rising Rates ETF (EQRR) in Q2 2022, closing a stake of 4,465 shares — an estimated $241K sold.

Secure Asset Management first reported a position in EQRR in Q4 2021 and held it in 2 quarters. The position peaked at $241K in Q1 2022. 36 funds tracked by Wall St. Rank hold EQRR as of Q2 2022.

Secure Asset Management reported no remaining ProShares Equities for Rising Rates ETF position as of Q2 2022 after selling out during the quarter.
Secure Asset Management sold 4,465 ProShares Equities for Rising Rates ETF shares in Q2 2022, an estimated $241K.
Secure Asset Management first reported a position in ProShares Equities for Rising Rates ETF in Q4 2021 and held it in 2 quarters.
Secure Asset Management's ProShares Equities for Rising Rates ETF position peaked at $241K in Q1 2022.
36 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q2 2022.

Based on Secure Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.