Focus Partners Wealth
SPXN icon

Focus Partners Wealth’s ProShares S&P 500 ex-Financials ETF SPXN Stock Holding History

Focus Partners Wealth’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
Q1 		$286K Hold
4,031
– – ﹤0.01% 2220
2025
Q4 		$298K Buy
+4,031
New +$296K ﹤0.01% 2230

Other funds holding SPXN

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth's SPXN Position: Q1 2026 in Review

Focus Partners Wealth held its ProShares S&P 500 ex-Financials ETF (SPXN) position steady in Q1 2026 at 4,031 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Focus Partners Wealth first reported a position in SPXN in Q4 2025 and has held it in 2 quarters since. The position peaked at $298K in Q4 2025. 21 funds tracked by Wall St. Rank hold SPXN as of Q1 2026.

  • Focus Partners Wealth held 4,031 shares of ProShares S&P 500 ex-Financials ETF worth $286K as of Q1 2026.
  • Focus Partners Wealth left its ProShares S&P 500 ex-Financials ETF share count unchanged in Q1 2026.
  • ProShares S&P 500 ex-Financials ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2220 holding.
  • Focus Partners Wealth first reported a position in ProShares S&P 500 ex-Financials ETF in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's ProShares S&P 500 ex-Financials ETF position peaked at $298K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Financials ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.