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BWM Planning’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

BWM Planning’s Portfolio SPXE Stock Details SPXE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.31M Hold
139,194
– – 3.21% 13
2025
Q1 		$8.37M Hold
139,194
– – 3.54% 12
2024
Q4 		$8.81M Hold
139,194
– – 3.83% 10
2024
Q3 		$8.61M Buy
+139,194
New +$8.61M 3.82% 9