DHJJ Financial Advisors’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

DHJJ Financial Advisors’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	$556	Hold	8	–	–	﹤0.01%	880
2025 Q4	$592	Hold	8	–	–	﹤0.01%	836
2025 Q3	$578	Hold	8	–	–	﹤0.01%	806
2025 Q2	$536	Hold	8	–	–	﹤0.01%	788
2025 Q1	$481	Hold	8	–	–	﹤0.01%	756
2024 Q4	$507	Hold	8	–	–	﹤0.01%	719
2024 Q3	$495	Hold	8	–	–	﹤0.01%	707
2024 Q2	$468	Hold	8	–	–	﹤0.01%	665
2024 Q1	$450	Hold	8	–	–	﹤0.01%	659
2023 Q4	$408	Hold	8	–	–	﹤0.01%	652
2023 Q3	$364	Buy	+8	New	+$380	﹤0.01%	657

Other funds holding SPXE

BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

CWMGO

Capstone Wealth Management Group (Oregon) Bend, Oregon $163M AUM 31.61% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

DHJJ Financial Advisors's SPXE Position: Q1 2026 in Review

DHJJ Financial Advisors held its ProShares S&P 500 ex-Energy ETF (SPXE) position steady in Q1 2026 at 8 shares worth $556. The position accounts for ﹤0.01% of the portfolio, ranked #880.

DHJJ Financial Advisors first reported a position in SPXE in Q3 2023 and has held it in 11 quarters since. The position peaked at $592 in Q4 2025. 34 funds tracked by Wall St. Rank hold SPXE as of Q1 2026.

DHJJ Financial Advisors held 8 shares of ProShares S&P 500 ex-Energy ETF worth $556 as of Q1 2026.
DHJJ Financial Advisors left its ProShares S&P 500 ex-Energy ETF share count unchanged in Q1 2026.
ProShares S&P 500 ex-Energy ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #880 holding.
DHJJ Financial Advisors first reported a position in ProShares S&P 500 ex-Energy ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's ProShares S&P 500 ex-Energy ETF position peaked at $592 in Q4 2025.
34 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.