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

Stratos Wealth Partners’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	$348K	Buy	4,312 +226	+6%	+$17.6K	﹤0.01%	1326
2026 Q1	$284K	Sell	4,086 -134	-3%	-$9.81K	﹤0.01%	1352
2025 Q4	$312K	Hold	4,220	–	–	﹤0.01%	1266
2025 Q3	$305K	Hold	4,220	–	–	﹤0.01%	1247
2025 Q2	$282K	Buy	4,220 +402	+11%	+$24.8K	﹤0.01%	1165
2025 Q1	$230K	Buy	+3,818	New	+$242K	﹤0.01%	1219
2018 Q4	–	Sell	-2,330	Closed	-$71K	–	2273
2018 Q3	$71K	Buy	+2,330	New	+$69.3K	﹤0.01%	1293

Other funds holding SPXE

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Stratos Wealth Partners's SPXE Position: Q2 2026 in Review

Stratos Wealth Partners increased its ProShares S&P 500 ex-Energy ETF (SPXE) stake by 5.5% in Q2 2026, buying an estimated $17.6K and bringing the position to 4,312 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Stratos Wealth Partners first reported a position in SPXE in Q3 2018 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold SPXE as of Q2 2026.

Stratos Wealth Partners held 4,312 shares of ProShares S&P 500 ex-Energy ETF worth $348K as of Q2 2026.
Stratos Wealth Partners bought 226 ProShares S&P 500 ex-Energy ETF shares in Q2 2026, an estimated $17.6K.
ProShares S&P 500 ex-Energy ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1326 holding.
Stratos Wealth Partners first reported a position in ProShares S&P 500 ex-Energy ETF in Q3 2018 and has held it in 7 quarters since.
36 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.