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Proshares Tr cmn shares owned by BWM Planning

Quarter-by-quarter ownership of Proshares Tr cmn (SPXE) shares owned by BWM Planning from 13F filings

Historical chart of BWM Planning investment in Proshares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr cmn held by BWM Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr cmn by BWM Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 139k 72.16
2025-06-30 $9.3M 139k 66.89
2025-03-31 $8.4M 139k 60.11
2024-12-31 $8.8M 139k 63.27
2024-09-30 $8.6M 139k 61.86

More positions owned by BWM Planning

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis All Int (AVNM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ea Series Trust Us Quan Value (QVAL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ea Series Trust Us Quan Momentum (QMOM)
Ishares Tr Core S&p500 Etf (IVV)
Proshares Tr Sp500 Ex Enrgy (SPXE)
Ea Series Trust Alpha Architect (HIDE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for BWM Planning

Top funds holding Proshares Tr cmn

BWM Planning
Goldman Sachs Group
Jpmorgan Chase & Co
Pathstone Holdings
LPL Financial
Equitable Holdings
Mather Group
Private Advisor
Capstone Wealth Management Group
EP Wealth Advisors
Fort Washington Investment Advisors
Kestra Advisory Services
Royal Bank of Canada
Twin Focus Capital Partners
Advisor Group Holdings

View all funds holding Proshares Tr cmn