Centurion Wealth Management
SPXE icon

Centurion Wealth Management’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

Centurion Wealth Management’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
Q3 		$266K Buy
3,244
+7
+0.2% +$572 0.06% 236
2026
Q2 		$261K Buy
3,237
+198
+7% +$15.5K 0.06% 240
2026
Q1 		$211K Buy
3,039
+7
+0.2% +$512 0.05% 291
2025
Q4 		$224K Buy
3,032
+9
+0.3% +$659 0.05% 280
2025
Q3 		$218K Buy
3,023
+16
+0.5% +$1.11K 0.05% 270
2025
Q2 		$201K Buy
+3,007
New +$186K 0.06% 226

Other funds holding SPXE

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Capstone Wealth Management Group (Oregon)
Capstone Wealth Management Group (Oregon) Bend, Oregon $170M AUM 29.91% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Sterling Investment Counsel
Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Centurion Wealth Management's SPXE Position: Q3 2026 in Review

Centurion Wealth Management increased its ProShares S&P 500 ex-Energy ETF (SPXE) stake by 0.22% in Q3 2026, buying an estimated $572 and bringing the position to 3,244 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #236.

Centurion Wealth Management first reported a position in SPXE in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold SPXE as of Q3 2026.

  • Centurion Wealth Management held 3,244 shares of ProShares S&P 500 ex-Energy ETF worth $266K as of Q3 2026.
  • Centurion Wealth Management bought 7 ProShares S&P 500 ex-Energy ETF shares in Q3 2026, an estimated $572.
  • ProShares S&P 500 ex-Energy ETF made up 0.06% of Centurion Wealth Management's portfolio in Q3 2026, its #236 holding.
  • Centurion Wealth Management first reported a position in ProShares S&P 500 ex-Energy ETF in Q2 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.