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Simplicity Wealth’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

Simplicity Wealth’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 		$266K Buy
+3,257
New +$250K 0.01% 881

Other funds holding EQRR

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
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
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
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

Simplicity Wealth's EQRR Position: Q2 2026 in Review

Simplicity Wealth opened a new position in ProShares Equities for Rising Rates ETF (EQRR) in Q2 2026: 3,257 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #881 among its holdings.

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

  • Simplicity Wealth held 3,257 shares of ProShares Equities for Rising Rates ETF worth $266K as of Q2 2026.
  • ProShares Equities for Rising Rates ETF was a new Simplicity Wealth position in Q2 2026.
  • ProShares Equities for Rising Rates ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #881 holding.
  • 10 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.