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

Atria Wealth Solutions’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
2025 Q2	$216K	Buy	+3,183	New	+$198K	﹤0.01%	1349

Other funds holding SPXV

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atria Wealth Solutions's SPXV Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in ProShares S&P 500 ex-Health Care ETF (SPXV) in Q2 2025: 3,183 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1349 among its holdings.

23 funds tracked by Wall St. Rank hold SPXV as of Q2 2025.

Atria Wealth Solutions held 3,183 shares of ProShares S&P 500 ex-Health Care ETF worth $216K as of Q2 2025.
ProShares S&P 500 ex-Health Care ETF was a new Atria Wealth Solutions position in Q2 2025.
ProShares S&P 500 ex-Health Care ETF made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1349 holding.
23 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Health Care ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.