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Berger Financial Group’s ProShares S&P 500 ex-Financials ETF SPXN Stock Holding History

Berger Financial Group’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
2024
Q3 		– Sell
-4,782
Closed -$284K – 398
2024
Q2 		$284K Buy
+4,782
New +$271K 0.02% 295

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Barclays
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Berger Financial Group's SPXN Position: Q3 2024 in Review

Berger Financial Group sold out of ProShares S&P 500 ex-Financials ETF (SPXN) in Q3 2024, closing a stake of 4,782 shares — an estimated $284K sold.

Berger Financial Group first reported a position in SPXN in Q2 2024 and held it in 1 quarter. The position peaked at $284K in Q2 2024. 15 funds tracked by Wall St. Rank hold SPXN as of Q3 2024.

  • Berger Financial Group reported no remaining ProShares S&P 500 ex-Financials ETF position as of Q3 2024 after selling out during the quarter.
  • Berger Financial Group sold 4,782 ProShares S&P 500 ex-Financials ETF shares in Q3 2024, an estimated $284K.
  • Berger Financial Group first reported a position in ProShares S&P 500 ex-Financials ETF in Q2 2024 and held it in 1 quarter.
  • Berger Financial Group's ProShares S&P 500 ex-Financials ETF position peaked at $284K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Financials ETF as of Q3 2024.

Based on Berger Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.