Fortitude Family Office’s ProShares S&P 500 ex-Financials ETF SPXN Stock Holding History

Fortitude Family Office’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	$477K	Hold	5,800	–	–	0.09%	94
2026 Q1	$411K	Sell	5,800 -5,800	-50%	-$430K	0.09%	99
2025 Q4	$858K	Hold	11,600	–	–	0.2%	79
2025 Q3	$835K	Hold	11,600	–	–	0.22%	76
2025 Q2	$768K	Hold	11,600	–	–	0.25%	64
2025 Q1	$687K	Hold	11,600	–	–	0.24%	57
2024 Q4	$730K	Buy	+11,600	New	+$734K	0.26%	59

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

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

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Fortitude Family Office's SPXN Position: Q2 2026 in Review

Fortitude Family Office held its ProShares S&P 500 ex-Financials ETF (SPXN) position steady in Q2 2026 at 5,800 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #94.

Fortitude Family Office first reported a position in SPXN in Q4 2024 and has held it in 7 quarters since. The position peaked at $858K in Q4 2025. 10 funds tracked by Wall St. Rank hold SPXN as of Q2 2026.

Fortitude Family Office held 5,800 shares of ProShares S&P 500 ex-Financials ETF worth $477K as of Q2 2026.
Fortitude Family Office left its ProShares S&P 500 ex-Financials ETF share count unchanged in Q2 2026.
ProShares S&P 500 ex-Financials ETF made up 0.09% of Fortitude Family Office's portfolio in Q2 2026, its #94 holding.
Fortitude Family Office first reported a position in ProShares S&P 500 ex-Financials ETF in Q4 2024 and has held it in 7 quarters since.
Fortitude Family Office's ProShares S&P 500 ex-Financials ETF position peaked at $858K in Q4 2025.
10 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Financials ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.