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POM Investment Strategies’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

POM Investment Strategies’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 		$2.81K Buy
40
+10
+33% +$732 ﹤0.01% 323
2025
Q4 		$2.24K Hold
30
– – ﹤0.01% 283
2025
Q3 		$2.18K Hold
30
– – ﹤0.01% 158
2025
Q2 		$2.01K Hold
30
– – ﹤0.01% 108
2025
Q1 		$1.8K Hold
30
– – ﹤0.01% 163
2024
Q4 		$1.9K Buy
+30
New +$1.91K ﹤0.01% 279

Other funds holding SPXE

BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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
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

POM Investment Strategies's SPXE Position: Q1 2026 in Review

POM Investment Strategies increased its ProShares S&P 500 ex-Energy ETF (SPXE) stake by 33% in Q1 2026, buying an estimated $732 and bringing the position to 40 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

POM Investment Strategies first reported a position in SPXE in Q4 2024 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold SPXE as of Q1 2026.

  • POM Investment Strategies held 40 shares of ProShares S&P 500 ex-Energy ETF worth $2.81K as of Q1 2026.
  • POM Investment Strategies bought 10 ProShares S&P 500 ex-Energy ETF shares in Q1 2026, an estimated $732.
  • ProShares S&P 500 ex-Energy ETF made up ﹤0.01% of POM Investment Strategies's portfolio in Q1 2026, its #323 holding.
  • POM Investment Strategies first reported a position in ProShares S&P 500 ex-Energy ETF in Q4 2024 and has held it in 6 quarters since.
  • 34 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.