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Legacy Wealth Management (Idaho)’s ProShares S&P 500 ex-Health Care ETF SPXV Stock Holding History

Legacy Wealth Management (Idaho)’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
2026
Q1 		$7.81K Hold
110
– – ﹤0.01% 540
2025
Q4 		$8.2K Hold
110
– – ﹤0.01% 456
2025
Q3 		$8.07K Hold
110
– – ﹤0.01% 372
2025
Q2 		$7.46K Hold
110
– – ﹤0.01% 353
2025
Q1 		$6.61K Sell
110
-66
-38% -$4.19K ﹤0.01% 392
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 $179B AUM 65.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JP Morgan Chase
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

Legacy Wealth Management (Idaho)'s SPXV Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its ProShares S&P 500 ex-Health Care ETF (SPXV) position steady in Q1 2026 at 110 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Legacy Wealth Management (Idaho) first reported a position in SPXV in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.4K in Q4 2024. 23 funds tracked by Wall St. Rank hold SPXV as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 110 shares of ProShares S&P 500 ex-Health Care ETF worth $7.81K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its ProShares S&P 500 ex-Health Care ETF share count unchanged in Q1 2026.
  • ProShares S&P 500 ex-Health Care ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #540 holding.
  • Legacy Wealth Management (Idaho) first reported a position in ProShares S&P 500 ex-Health Care ETF in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'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 Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.