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

Gradient Investments’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
2024 Q3	–	Sell	-318	Closed	-$18.5K	–	1144
2024 Q2	$18.5K	Hold	318	–	–	﹤0.01%	652
2024 Q1	$17.7K	Hold	318	–	–	﹤0.01%	565
2023 Q4	$16K	Hold	318	–	–	﹤0.01%	739
2023 Q3	$14.3K	Buy	+318	New	+$14.9K	﹤0.01%	739

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Gradient Investments's SPXV Position: Q3 2024 in Review

Gradient Investments sold out of ProShares S&P 500 ex-Health Care ETF (SPXV) in Q3 2024, closing a stake of 318 shares — an estimated $18.5K sold.

Gradient Investments first reported a position in SPXV in Q3 2023 and held it in 4 quarters. The position peaked at $18.5K in Q2 2024. 17 funds tracked by Wall St. Rank hold SPXV as of Q3 2024.

Gradient Investments reported no remaining ProShares S&P 500 ex-Health Care ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 318 ProShares S&P 500 ex-Health Care ETF shares in Q3 2024, an estimated $18.5K.
Gradient Investments first reported a position in ProShares S&P 500 ex-Health Care ETF in Q3 2023 and held it in 4 quarters.
Gradient Investments's ProShares S&P 500 ex-Health Care ETF position peaked at $18.5K in Q2 2024.
17 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Health Care ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.