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 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Centurion Wealth Management's SPXE Position: Q2 2026 in Review

Centurion Wealth Management increased its ProShares S&P 500 ex-Energy ETF (SPXE) stake by 6.5% in Q2 2026, buying an estimated $15.5K and bringing the position to 3,237 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #240.

Centurion Wealth Management first reported a position in SPXE in Q2 2025 and has held it in 5 quarters since. 5 funds tracked by Wall St. Rank hold SPXE as of Q2 2026.

Centurion Wealth Management held 3,237 shares of ProShares S&P 500 ex-Energy ETF worth $261K as of Q2 2026.
Centurion Wealth Management bought 198 ProShares S&P 500 ex-Energy ETF shares in Q2 2026, an estimated $15.5K.
ProShares S&P 500 ex-Energy ETF made up 0.06% of Centurion Wealth Management's portfolio in Q2 2026, its #240 holding.
Centurion Wealth Management first reported a position in ProShares S&P 500 ex-Energy ETF in Q2 2025 and has held it in 5 quarters since.
5 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.