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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$561K Sell
8,391
-635
-7% -$42.5K 0.41% 56
2025
Q1
$543K Hold
9,026
0.43% 52
2024
Q4
$571K Buy
+9,026
New +$571K 0.43% 53