SPXV β€” PROSHARES TR

Ownership history in Abound Wealth Management  Β·  4 quarters on record

AI Ownership Summary

Abound Wealth Management reported PROSHARES TR (SPXV) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. 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.

What this SPXV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abound Wealth Management'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
2025 Q4

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

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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.

How Abound Wealth Management held SPXV β€” position size vs. price
% of Fund (quarterly)    SPXV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 166 β€” 0% 0.00% $12K 2026-02-14 (Est.) $74.04
2025 Q3 UNCHANGED 166 β€” 0% 0.00% $12K 2025-10-10 $71.25
2025 Q2 UNCHANGED 166 β€” 0% 0.00% $11K 2025-07-14 $68.00
2025 Q1 INITIATED 166 β€” β€” 0.00% $10K 2025-04-17 $56.04

FAQ About Abound Wealth Management and SPXV

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

How long has Abound Wealth Management reported owning SPXV?

Abound Wealth Management reported SPXV across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported SPXV position in Abound Wealth Management's portfolio?

The largest reported portfolio weight for SPXV was 0.00% in 2025 Q1.

What is the latest reported SPXV position on this page?

The most recent filing on this page is 2025 Q4, when Abound Wealth Management reported 166 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this SPXV ownership page compare?

The chart compares Abound Wealth Management'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.

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