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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
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

BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s SPXE Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) held its ProShares S&P 500 ex-Energy ETF (SPXE) position steady in Q1 2026 at 8,391 shares worth $583K. The position accounts for 0.36% of the portfolio, ranked #62.

Capstone Wealth Management Group (Oregon) first reported a position in SPXE in Q4 2024 and has held it in 6 quarters since. The position peaked at $620K in Q4 2025. 34 funds tracked by Wall St. Rank hold SPXE as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 8,391 shares of ProShares S&P 500 ex-Energy ETF worth $583K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) left its ProShares S&P 500 ex-Energy ETF share count unchanged in Q1 2026.
  • ProShares S&P 500 ex-Energy ETF made up 0.36% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #62 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 6 quarters since.
  • Capstone Wealth Management Group (Oregon)'s ProShares S&P 500 ex-Energy ETF position peaked at $620K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.