Beacon Investment Advisory Services’s ProShares S&P 500 ex-Financials ETF SPXN Stock Holding History

Beacon Investment Advisory Services’s Portfolio SPXN Stock Details SPXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.3K	Hold	150	–	–	﹤0.01%	606
2026 Q1	$10.6K	Buy	+150	New	+$11.1K	﹤0.01%	636

Other funds holding SPXN

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Beacon Investment Advisory Services's SPXN Position: Q2 2026 in Review

Beacon Investment Advisory Services held its ProShares S&P 500 ex-Financials ETF (SPXN) position steady in Q2 2026 at 150 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Beacon Investment Advisory Services first reported a position in SPXN in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold SPXN as of Q2 2026.

Beacon Investment Advisory Services held 150 shares of ProShares S&P 500 ex-Financials ETF worth $12.3K as of Q2 2026.
Beacon Investment Advisory Services left its ProShares S&P 500 ex-Financials ETF share count unchanged in Q2 2026.
ProShares S&P 500 ex-Financials ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #606 holding.
Beacon Investment Advisory Services first reported a position in ProShares S&P 500 ex-Financials ETF in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Financials ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.