CWMGI
SPXE icon

Capstone Wealth Management Group, Inc.’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

Capstone Wealth Management Group, Inc.’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 		$616K Buy
+7,628
New +$596K 0.37% 63

Other funds holding SPXE

BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s SPXE Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in ProShares S&P 500 ex-Energy ETF (SPXE) in Q2 2026: 7,628 shares worth $616K. The stake represents 0.37% of the portfolio and ranks #63 among its holdings.

14 funds tracked by Wall St. Rank hold SPXE as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 7,628 shares of ProShares S&P 500 ex-Energy ETF worth $616K as of Q2 2026.
  • ProShares S&P 500 ex-Energy ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • ProShares S&P 500 ex-Energy ETF made up 0.37% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #63 holding.
  • 14 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.