NWM
SPXE icon

Nova Wealth Management’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

Nova 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 		$28.2K Hold
350
– – 0.02% 288
2026
Q1 		$24.3K Hold
350
– – 0.02% 278
2025
Q4 		$25.9K Hold
350
– – 0.02% 260
2025
Q3 		$25.3K Hold
350
– – 0.02% 274
2025
Q2 		$23.4K Hold
350
– – 0.02% 293
2025
Q1 		$21K Hold
350
– – 0.02% 286
2024
Q4 		$22.1K Buy
+350
New +$22.2K 0.02% 230

Other funds holding SPXE

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Nova Wealth Management held its ProShares S&P 500 ex-Energy ETF (SPXE) position steady in Q2 2026 at 350 shares worth $28.2K. The position accounts for 0.02% of the portfolio, ranked #288.

Nova Wealth Management first reported a position in SPXE in Q4 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold SPXE as of Q2 2026.

  • Nova Wealth Management held 350 shares of ProShares S&P 500 ex-Energy ETF worth $28.2K as of Q2 2026.
  • Nova Wealth Management left its ProShares S&P 500 ex-Energy ETF share count unchanged in Q2 2026.
  • ProShares S&P 500 ex-Energy ETF made up 0.02% of Nova Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Nova Wealth Management first reported a position in ProShares S&P 500 ex-Energy ETF in Q4 2024 and has held it in 7 quarters since.
  • 7 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q2 2026.

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