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 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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ATIA

American Trust Investment Advisors Lebanon, New Hampshire $181M AUM 25.67% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's SPXV Position: Q1 2026 in Review

Creative Planning held its ProShares S&P 500 ex-Health Care ETF (SPXV) position steady in Q1 2026 at 27,425 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Creative Planning first reported a position in SPXV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.05M in Q4 2025. 23 funds tracked by Wall St. Rank hold SPXV as of Q1 2026.

Creative Planning held 27,425 shares of ProShares S&P 500 ex-Health Care ETF worth $1.95M as of Q1 2026.
Creative Planning left its ProShares S&P 500 ex-Health Care ETF share count unchanged in Q1 2026.
ProShares S&P 500 ex-Health Care ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1904 holding.
Creative Planning first reported a position in ProShares S&P 500 ex-Health Care ETF in Q1 2023 and has held it in 13 quarters since.
Creative Planning's ProShares S&P 500 ex-Health Care ETF position peaked at $2.05M in Q4 2025.
23 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Health Care ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.