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

DHJJ Financial Advisors’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
2026 Q2	$659	Hold	8	–	–	﹤0.01%	872
2026 Q1	$567	Hold	8	–	–	﹤0.01%	879
2025 Q4	$592	Hold	8	–	–	﹤0.01%	837
2025 Q3	$577	Hold	8	–	–	﹤0.01%	807
2025 Q2	$530	Hold	8	–	–	﹤0.01%	791
2025 Q1	$474	Hold	8	–	–	﹤0.01%	758
2024 Q4	$504	Hold	8	–	–	﹤0.01%	720
2024 Q3	$496	Hold	8	–	–	﹤0.01%	706
2024 Q2	$475	Hold	8	–	–	﹤0.01%	660
2024 Q1	$452	Hold	8	–	–	﹤0.01%	658
2023 Q4	$410	Hold	8	–	–	﹤0.01%	651
2023 Q3	$370	Buy	+8	New	+$385	﹤0.01%	656

Other funds holding SPXN

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

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

DHJJ Financial Advisors's SPXN Position: Q2 2026 in Review

DHJJ Financial Advisors held its ProShares S&P 500 ex-Financials ETF (SPXN) position steady in Q2 2026 at 8 shares worth $659. The position accounts for ﹤0.01% of the portfolio, ranked #872.

DHJJ Financial Advisors first reported a position in SPXN in Q3 2023 and has held it in 12 quarters since. 10 funds tracked by Wall St. Rank hold SPXN as of Q2 2026.

DHJJ Financial Advisors held 8 shares of ProShares S&P 500 ex-Financials ETF worth $659 as of Q2 2026.
DHJJ Financial Advisors left its ProShares S&P 500 ex-Financials ETF share count unchanged in Q2 2026.
ProShares S&P 500 ex-Financials ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #872 holding.
DHJJ Financial Advisors first reported a position in ProShares S&P 500 ex-Financials ETF in Q3 2023 and has held it in 12 quarters since.
10 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Financials ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.