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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
Q2 		$59.7K Buy
+727
New +$58.1K ﹤0.01% 1275

Other funds holding SPXV

T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
FWM
Forteris Wealth Management Armonk, New York $122M AUM
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Blue Trust Inc's SPXV Position: Q2 2026 in Review

Blue Trust Inc opened a new position in ProShares S&P 500 ex-Health Care ETF (SPXV) in Q2 2026: 727 shares worth $59.7K. The stake represents ﹤0.01% of the portfolio and ranks #1275 among its holdings.

5 funds tracked by Wall St. Rank hold SPXV as of Q2 2026.

  • Blue Trust Inc held 727 shares of ProShares S&P 500 ex-Health Care ETF worth $59.7K as of Q2 2026.
  • ProShares S&P 500 ex-Health Care ETF was a new Blue Trust Inc position in Q2 2026.
  • ProShares S&P 500 ex-Health Care ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1275 holding.
  • 5 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Health Care ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.