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Wealth Enhancement & Preservation of GA’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q1 		– Sell
-13,959
Closed -$708K – 43
2022
Q4 		$708K Buy
13,959
+3,976
+40% +$203K 1.16% 15
2022
Q3 		$433K Buy
+9,983
New +$477K 0.69% 30

Other funds holding EQRR

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's EQRR Position: Q1 2023 in Review

Wealth Enhancement & Preservation of GA sold out of ProShares Equities for Rising Rates ETF (EQRR) in Q1 2023, closing a stake of 13,959 shares — an estimated $708K sold.

Wealth Enhancement & Preservation of GA first reported a position in EQRR in Q3 2022 and held it in 2 quarters. The position peaked at $708K in Q4 2022. 35 funds tracked by Wall St. Rank hold EQRR as of Q1 2023.

  • Wealth Enhancement & Preservation of GA reported no remaining ProShares Equities for Rising Rates ETF position as of Q1 2023 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 13,959 ProShares Equities for Rising Rates ETF shares in Q1 2023, an estimated $708K.
  • Wealth Enhancement & Preservation of GA first reported a position in ProShares Equities for Rising Rates ETF in Q3 2022 and held it in 2 quarters.
  • Wealth Enhancement & Preservation of GA's ProShares Equities for Rising Rates ETF position peaked at $708K in Q4 2022.
  • 35 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q1 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2023, filed 11 Apr 2023.