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

V Wealth Advisors’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
2023 Q3	–	Sell	-4,998	Closed	-$246K	–	184
2023 Q2	$246K	Sell	4,998 -950	-16%	-$45.6K	0.04%	321
2023 Q1	$293K	Sell	5,948 -1,000	-14%	-$52.6K	0.06%	294
2022 Q4	$353K	Hold	6,948	–	–	0.07%	253
2022 Q3	$301K	Hold	6,948	–	–	0.06%	280
2022 Q2	$312K	Hold	6,948	–	–	0.06%	301
2022 Q1	$374K	Buy	+6,948	New	+$369K	0.06%	293

Other funds holding EQRR

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $689M AUM 21.67% 1-Year Est. Return

IFG

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

V Wealth Advisors's EQRR Position: Q3 2023 in Review

V Wealth Advisors sold out of ProShares Equities for Rising Rates ETF (EQRR) in Q3 2023, closing a stake of 4,998 shares — an estimated $246K sold.

V Wealth Advisors first reported a position in EQRR in Q1 2022 and held it in 6 quarters. The position peaked at $374K in Q1 2022. 25 funds tracked by Wall St. Rank hold EQRR as of Q3 2023.

V Wealth Advisors reported no remaining ProShares Equities for Rising Rates ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 4,998 ProShares Equities for Rising Rates ETF shares in Q3 2023, an estimated $246K.
V Wealth Advisors first reported a position in ProShares Equities for Rising Rates ETF in Q1 2022 and held it in 6 quarters.
V Wealth Advisors's ProShares Equities for Rising Rates ETF position peaked at $374K in Q1 2022.
25 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.