Creative Planning SPXV — PROSHARES TR

Ownership history in Creative Planning  ·  13 quarters on record

AI Ownership Summary

Creative Planning reported PROSHARES TR (SPXV) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows SPXV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPXV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Creative Planning's position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPXV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPXV stock page Creative Planning fund profile Creative Planning full holdings
How Creative Planning held SPXV — position size vs. price
% of Fund (quarterly)    SPXV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 27,425 — 0% 0.00% $1.9M 2026-05-12 $81.70
2025 Q4 REDUCED — — — 27,425 -60 -0.2% 0.00% $2.0M 2026-02-17 $74.10
2025 Q3 UNCHANGED — — — 27,485 — 0% 0.00% $2.0M 2025-11-14 $72.96
2025 Q2 UNCHANGED — — — 27,485 — 0% 0.00% $1.9M 2025-08-08 $69.72
2025 Q1 REDUCED 12.3% +13.1% ❌ 27,485 -3,846 -12.3% 0.00% $1.7M 2025-05-15 $63.87
2024 Q4 REDUCED — — — 31,331 -1,051 -3.2% 0.00% $2.0M 2025-02-14 $65.36
2024 Q3 ADDED — — — 32,382 +60 +0.2% 0.00% $2.0M 2024-10-11 $61.10
2024 Q2 ADDED — — — 32,322 +16,161 +100.0% 0.00% $1.9M 2024-08-15 $57.75
2024 Q1 UNCHANGED — — — 16,161 — 0% 0.00% $1.8M 2024-05-13 $54.29
2023 Q4 UNCHANGED — — — 16,161 — 0% 0.00% $1.6M 2024-02-14 $51.46
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPXV

As of 2026 Q1 — sorted by position size

FORTERIS WEALTH MANAGEMENT INC. 0.39% TRUEFG, LLC 3Y 0.22% MATHER GROUP, LLC. 3Y 7Y 0.01% SG Americas Securities, LLC 3Y 7Y 0.01% Legacy Wealth Managment, LLC/ID 0.0% Abound Wealth Management 0.0% ROTHSCHILD INVESTMENT LLC 0.0% CENTRAL TRUST Co 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0%

FAQ About Creative Planning and SPXV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Creative Planning reported owning SPXV?

Creative Planning reported SPXV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPXV position in Creative Planning's portfolio?

The largest reported portfolio weight for SPXV was 0.00% in 2023 Q4.

What is the latest reported SPXV position on this page?

The most recent filing on this page is 2026 Q1, when Creative Planning reported 27,425 shares, equal to 0.00% of portfolio, with an estimated market value of $1.9M.

What does the chart on this SPXV ownership page compare?

The chart compares Creative Planning's quarterly SPXV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Creative Planning time their SPXV position?

Based on 13F filing dates vs. subsequent SPXV price moves, Creative Planning correctly timed 5 out of 8 reported position changes (62%).

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