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

Osaic Holdings’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	$37.4K	Buy	+527	New	+$39.1K	﹤0.01%	5427

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

Osaic Holdings's SPXV Position: Q1 2026 in Review

Osaic Holdings opened a new position in ProShares S&P 500 ex-Health Care ETF (SPXV) in Q1 2026: 527 shares worth $37.4K. The stake represents ﹤0.01% of the portfolio and ranks #5427 among its holdings.

23 funds tracked by Wall St. Rank hold SPXV as of Q1 2026.

Osaic Holdings held 527 shares of ProShares S&P 500 ex-Health Care ETF worth $37.4K as of Q1 2026.
ProShares S&P 500 ex-Health Care ETF was a new Osaic Holdings position in Q1 2026.
ProShares S&P 500 ex-Health Care ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5427 holding.
23 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Health Care ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.