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Steward Partners Investment Advisory’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

Steward Partners Investment Advisory’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 		$85K Hold
1,222
– – ﹤0.01% 2469
2025
Q4 		$78.7K Buy
+1,222
New +$77.4K ﹤0.01% 2433

Other funds holding EQRR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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 $791M AUM 28.5% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Jane Street
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
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Steward Partners Investment Advisory's EQRR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its ProShares Equities for Rising Rates ETF (EQRR) position steady in Q1 2026 at 1,222 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Steward Partners Investment Advisory first reported a position in EQRR in Q4 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold EQRR as of Q1 2026.

  • Steward Partners Investment Advisory held 1,222 shares of ProShares Equities for Rising Rates ETF worth $85K as of Q1 2026.
  • Steward Partners Investment Advisory left its ProShares Equities for Rising Rates ETF share count unchanged in Q1 2026.
  • ProShares Equities for Rising Rates ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2469 holding.
  • Steward Partners Investment Advisory first reported a position in ProShares Equities for Rising Rates ETF in Q4 2025 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.