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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
2024-09-30 $8.6M 139k 61.86

More positions owned by BWM Planning

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

View all positions for BWM Planning

Top funds holding Proshares Tr cmn

Goldman Sachs Group
BWM Planning
Jpmorgan Chase & Co
LPL Financial
Equitable Holdings
Mather Group
EP Wealth Advisors
Private Advisor
Fort Washington Investment Advisors
Klingenstein Fields & Co
Twin Focus Capital Partners
Royal Bank of Canada
Citadel Advisors
_Sentinel Trust Company, LBA______________
Kestra Advisory Services

View all funds holding Proshares Tr cmn