Blue Trust Inc’s ProShares S&P 500 ex-Health Care ETF SPXV Stock Holding History

Blue Trust Inc’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 Q3	$60.8K	Hold	727	–	–	﹤0.01%	1149
2026 Q2	$59.7K	Buy	+727	New	+$58.1K	﹤0.01%	1275

Other funds holding SPXV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Forteris Wealth Management Armonk, New York $121M AUM 26.76% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

Hoey Investments Coatesville, Pennsylvania $851M AUM 28.55% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $537M AUM 14.21% 1-Year Est. Return

Blue Trust Inc's SPXV Position: Q3 2026 in Review

Blue Trust Inc held its ProShares S&P 500 ex-Health Care ETF (SPXV) position steady in Q3 2026 at 727 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Blue Trust Inc first reported a position in SPXV in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold SPXV as of Q3 2026.

Blue Trust Inc held 727 shares of ProShares S&P 500 ex-Health Care ETF worth $60.8K as of Q3 2026.
Blue Trust Inc left its ProShares S&P 500 ex-Health Care ETF share count unchanged in Q3 2026.
ProShares S&P 500 ex-Health Care ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1149 holding.
Blue Trust Inc first reported a position in ProShares S&P 500 ex-Health Care ETF in Q2 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Health Care ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.