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

Independent Financial Group’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 		$242K Hold
3,000
– – ﹤0.01% 1370
2026
Q1 		$208K Hold
3,000
– – ﹤0.01% 1359
2025
Q4 		$222K Hold
3,000
– – ﹤0.01% 1297
2025
Q3 		$216K Buy
+3,000
New +$208K 0.01% 1248

Other funds holding SPXE

BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWMGO
Capstone Wealth Management Group (Oregon) Bend, Oregon $166M AUM 40.15% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Independent Financial Group's SPXE Position: Q2 2026 in Review

Independent Financial Group held its ProShares S&P 500 ex-Energy ETF (SPXE) position steady in Q2 2026 at 3,000 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Independent Financial Group first reported a position in SPXE in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold SPXE as of Q2 2026.

  • Independent Financial Group held 3,000 shares of ProShares S&P 500 ex-Energy ETF worth $242K as of Q2 2026.
  • Independent Financial Group left its ProShares S&P 500 ex-Energy ETF share count unchanged in Q2 2026.
  • ProShares S&P 500 ex-Energy ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1370 holding.
  • Independent Financial Group first reported a position in ProShares S&P 500 ex-Energy ETF in Q3 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.