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

IFP Advisors’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
Q4 		– Sell
-220
Closed -$13.5K – 4660
2024
Q3 		$13.5K Hold
220
– – ﹤0.01% 2311
2024
Q2 		$12.8K Buy
+220
New +$12.3K ﹤0.01% 2261

Other funds holding SPXV

SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ATIA
American Trust Investment Advisors Lebanon, New Hampshire $181M AUM 25.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors's SPXV Position: Q4 2024 in Review

IFP Advisors sold out of ProShares S&P 500 ex-Health Care ETF (SPXV) in Q4 2024, closing a stake of 220 shares — an estimated $13.5K sold.

IFP Advisors first reported a position in SPXV in Q2 2024 and held it in 2 quarters. The position peaked at $13.5K in Q3 2024. 17 funds tracked by Wall St. Rank hold SPXV as of Q4 2024.

  • IFP Advisors reported no remaining ProShares S&P 500 ex-Health Care ETF position as of Q4 2024 after selling out during the quarter.
  • IFP Advisors sold 220 ProShares S&P 500 ex-Health Care ETF shares in Q4 2024, an estimated $13.5K.
  • IFP Advisors first reported a position in ProShares S&P 500 ex-Health Care ETF in Q2 2024 and held it in 2 quarters.
  • IFP Advisors's ProShares S&P 500 ex-Health Care ETF position peaked at $13.5K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Health Care ETF as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.