Abound Wealth Management’s ProShares S&P 500 ex-Health Care ETF SPXV Stock Holding History

Abound Wealth Management’s Portfolio SPXV Stock Details SPXV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.6K	Hold	166	–	–	﹤0.01%	427
2026 Q1	$11.8K	Hold	166	–	–	﹤0.01%	507
2025 Q4	$12.4K	Hold	166	–	–	﹤0.01%	462
2025 Q3	$12.2K	Hold	166	–	–	﹤0.01%	450
2025 Q2	$11.2K	Hold	166	–	–	﹤0.01%	424
2025 Q1	$9.97K	Buy	+166	New	+$10.5K	﹤0.01%	403

Other funds holding SPXV

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

FWM

Forteris Wealth Management Armonk, New York $122M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Abound Wealth Management's SPXV Position: Q2 2026 in Review

Abound Wealth Management held its ProShares S&P 500 ex-Health Care ETF (SPXV) position steady in Q2 2026 at 166 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Abound Wealth Management first reported a position in SPXV in Q1 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold SPXV as of Q2 2026.

Abound Wealth Management held 166 shares of ProShares S&P 500 ex-Health Care ETF worth $13.6K as of Q2 2026.
Abound Wealth Management left its ProShares S&P 500 ex-Health Care ETF share count unchanged in Q2 2026.
ProShares S&P 500 ex-Health Care ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #427 holding.
Abound Wealth Management first reported a position in ProShares S&P 500 ex-Health Care ETF in Q1 2025 and has held it in 6 quarters since.
11 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Health Care ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.