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Claraphi Advisory Network’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-2,950
Closed -$83K – 1058
2020
Q1 		$83K Buy
+2,950
New +$96.9K 0.04% 374

Other funds holding SPXE

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Claraphi Advisory Network's SPXE Position: Q2 2020 in Review

Claraphi Advisory Network sold out of ProShares S&P 500 ex-Energy ETF (SPXE) in Q2 2020, closing a stake of 2,950 shares — an estimated $83K sold.

Claraphi Advisory Network first reported a position in SPXE in Q1 2020 and held it in 1 quarter. The position peaked at $83K in Q1 2020. 11 funds tracked by Wall St. Rank hold SPXE as of Q2 2020.

  • Claraphi Advisory Network reported no remaining ProShares S&P 500 ex-Energy ETF position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 2,950 ProShares S&P 500 ex-Energy ETF shares in Q2 2020, an estimated $83K.
  • Claraphi Advisory Network first reported a position in ProShares S&P 500 ex-Energy ETF in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's ProShares S&P 500 ex-Energy ETF position peaked at $83K in Q1 2020.
  • 11 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.