IRC
SPXN icon

Investors Research Corp’s ProShares S&P 500 ex-Financials ETF SPXN Stock Holding History

Investors Research Corp’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 		$1.68M Sell
20,430
-348
-2% -$27.8K 0.3% 49
2026
Q1 		$1.47M Buy
20,778
+1,074
+5% +$79.6K 0.28% 55
2025
Q4 		$1.46M Sell
19,704
-111
-0.6% -$8.15K 0.27% 62
2025
Q3 		$1.43M Buy
19,815
+1,101
+6% +$76K 0.26% 64
2025
Q2 		$1.24M Buy
18,714
+1,937
+12% +$118K 0.24% 77
2025
Q1 		$994K Buy
16,777
+1,323
+9% +$83.1K 0.22% 104
2024
Q4 		$973K Buy
15,454
+748
+5% +$47.3K 0.21% 102
2024
Q3 		$911K Buy
14,706
+702
+5% +$41.9K 0.2% 122
2024
Q2 		$831K Buy
14,004
+794
+6% +$45K 0.19% 121
2024
Q1 		$746K Buy
13,210
+792
+6% +$42.6K 0.17% 150
2023
Q4 		$636K Buy
12,418
+682
+6% +$32.9K 0.15% 171
2023
Q3 		$543K Buy
11,736
+200
+2% +$9.62K 0.14% 190
2023
Q2 		$554K Buy
11,536
+286
+3% +$12.9K 0.14% 188
2023
Q1 		$495K Buy
11,250
+392
+4% +$16.6K 0.13% 209
2022
Q4 		$438K Buy
10,858
+1,290
+13% +$52.4K 0.12% 223
2022
Q3 		$363K Buy
9,568
+1,782
+23% +$75.2K 0.11% 228
2022
Q2 		$311K Buy
7,786
+1,890
+32% +$81.9K 0.09% 251
2022
Q1 		$282K Buy
5,896
+1,670
+40% +$78.3K 0.08% 265
2021
Q4 		$213K Buy
4,226
+1,078
+34% +$52.3K 0.06% 297
2021
Q3 		$143K Buy
3,148
+858
+37% +$40K 0.05% 346
2021
Q2 		$104K Buy
2,290
+1,096
+92% +$48.3K 0.04% 395
2021
Q1 		$50K Buy
1,194
+650
+119% +$26.7K 0.02% 514
2020
Q4 		$22K Buy
544
+258
+90% +$9.84K 0.01% 713
2020
Q3 		$10K Buy
286
+122
+74% +$4.35K ﹤0.01% 834
2020
Q2 		$5K Buy
164
+34
+26% +$1.06K ﹤0.01% 922
2020
Q1 		$4K Buy
130
+92
+242% +$2.92K ﹤0.01% 945
2019
Q4 		$1K Buy
38
+20
+111% +$636 ﹤0.01% 1092
2019
Q3 		$1K Buy
+18
New +$551 ﹤0.01% 1099

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
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
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Investors Research Corp's SPXN Position: Q2 2026 in Review

Investors Research Corp reduced its ProShares S&P 500 ex-Financials ETF (SPXN) stake by 1.7% in Q2 2026, selling an estimated $27.8K and leaving 20,430 shares worth $1.68M. The position accounts for 0.3% of the portfolio, ranked #49.

Investors Research Corp first reported a position in SPXN in Q3 2019 and has held it in 28 quarters since. 10 funds tracked by Wall St. Rank hold SPXN as of Q2 2026.

  • Investors Research Corp held 20,430 shares of ProShares S&P 500 ex-Financials ETF worth $1.68M as of Q2 2026.
  • Investors Research Corp sold 348 ProShares S&P 500 ex-Financials ETF shares in Q2 2026, an estimated $27.8K.
  • ProShares S&P 500 ex-Financials ETF made up 0.3% of Investors Research Corp's portfolio in Q2 2026, its #49 holding.
  • Investors Research Corp first reported a position in ProShares S&P 500 ex-Financials ETF in Q3 2019 and has held it in 28 quarters since.
  • 10 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Financials ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.