Creative Planning’s ProShares S&P 500 ex-Health Care ETF SPXV Stock Holding History

Creative Planning’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	$2.28M	Hold	27,220	–	–	﹤0.01%	2084
2026 Q2	$2.24M	Sell	27,220 -205	-0.7%	-$16.4K	﹤0.01%	2000
2026 Q1	$1.95M	Hold	27,425	–	–	﹤0.01%	1904
2025 Q4	$2.05M	Sell	27,425 -60	-0.2%	-$4.44K	﹤0.01%	1716
2025 Q3	$2.02M	Hold	27,485	–	–	﹤0.01%	1541
2025 Q2	$1.86M	Hold	27,485	–	–	﹤0.01%	1385
2025 Q1	$1.65M	Sell	27,485 -3,846	-12%	-$244K	﹤0.01%	1330
2024 Q4	$1.99M	Sell	31,331 -1,051	-3%	-$66.9K	﹤0.01%	1137
2024 Q3	$1.99M	Buy	32,382 +60	+0.2%	+$3.54K	﹤0.01%	1058
2024 Q2	$1.88M	Hold	32,322	–	–	﹤0.01%	1016
2024 Q1	$1.8M	Hold	32,322	–	–	﹤0.01%	1013
2023 Q4	$1.63M	Hold	32,322	–	–	﹤0.01%	1000
2023 Q3	$1.45M	Sell	32,322 -3,742	-10%	-$175K	﹤0.01%	996
2023 Q2	$1.68M	Buy	36,064 +16,384	+83%	+$718K	﹤0.01%	897
2023 Q1	$840K	Buy	+19,680	New	+$814K	﹤0.01%	1163

Other funds holding SPXV

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 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

Creative Planning's SPXV Position: Q3 2026 in Review

Creative Planning held its ProShares S&P 500 ex-Health Care ETF (SPXV) position steady in Q3 2026 at 27,220 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Creative Planning first reported a position in SPXV in Q1 2023 and has held it in 15 quarters since. 11 funds tracked by Wall St. Rank hold SPXV as of Q3 2026.

Creative Planning held 27,220 shares of ProShares S&P 500 ex-Health Care ETF worth $2.28M as of Q3 2026.
Creative Planning 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 Creative Planning's portfolio in Q3 2026, its #2084 holding.
Creative Planning first reported a position in ProShares S&P 500 ex-Health Care ETF in Q1 2023 and has held it in 15 quarters since.
11 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Health Care ETF as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.