Capstone Wealth Management Group (Oregon)’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

Capstone Wealth Management Group (Oregon)’s Portfolio SPXE Stock Details SPXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$616K	Sell	7,628 -763	-9%	-$59.6K	0.37%	63
2026 Q1	$583K	Hold	8,391	–	–	0.36%	62
2025 Q4	$620K	Hold	8,391	–	–	0.38%	56
2025 Q3	$606K	Hold	8,391	–	–	0.39%	56
2025 Q2	$561K	Sell	8,391 -635	-7%	-$39.2K	0.41%	56
2025 Q1	$543K	Hold	9,026	–	–	0.43%	52
2024 Q4	$571K	Buy	+9,026	New	+$573K	0.43%	53

Other funds holding SPXE

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

RAL

Range Advisory, LLC Mclean, Virginia $840M AUM

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s SPXE Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its ProShares S&P 500 ex-Energy ETF (SPXE) stake by 9.1% in Q2 2026, selling an estimated $59.6K and leaving 7,628 shares worth $616K. The position accounts for 0.37% of the portfolio, ranked #63.

Capstone Wealth Management Group (Oregon) first reported a position in SPXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $620K in Q4 2025. 37 funds tracked by Wall St. Rank hold SPXE as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 7,628 shares of ProShares S&P 500 ex-Energy ETF worth $616K as of Q2 2026.
Capstone Wealth Management Group (Oregon) sold 763 ProShares S&P 500 ex-Energy ETF shares in Q2 2026, an estimated $59.6K.
ProShares S&P 500 ex-Energy ETF made up 0.37% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #63 holding.
Capstone Wealth Management Group (Oregon) first reported a position in ProShares S&P 500 ex-Energy ETF in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Oregon)'s ProShares S&P 500 ex-Energy ETF position peaked at $620K in Q4 2025.
37 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.