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Legacy Investment Solutions’s ProShares S&P 500 ex-Health Care ETF SPXV Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$7.46K Buy
+110
New +$6.83K ﹤0.01% 353
2024
Q4 		$11.4K Hold
176
– – 0.01% 266
2024
Q3 		$11.4K Buy
+176
New +$10.4K 0.01% 293

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Legacy Investment Solutions's SPXV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in ProShares S&P 500 ex-Health Care ETF (SPXV) in Q2 2025: 110 shares worth $7.46K. The stake represents ﹤0.01% of the portfolio and ranks #353 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPXV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPXV in Q3 2024 and has held it in 3 quarters since. The position peaked at $11.4K in Q4 2024. 23 funds tracked by Wall St. Rank hold SPXV as of Q2 2025.

  • Legacy Investment Solutions held 110 shares of ProShares S&P 500 ex-Health Care ETF worth $7.46K as of Q2 2025.
  • ProShares S&P 500 ex-Health Care ETF was a new Legacy Investment Solutions position in Q2 2025.
  • ProShares S&P 500 ex-Health Care ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #353 holding.
  • Legacy Investment Solutions first reported a position in ProShares S&P 500 ex-Health Care ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's ProShares S&P 500 ex-Health Care ETF position peaked at $11.4K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Health Care ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.