BWM Planning, LLC

Position in SPXE — ProShares S&P 500 Ex-Energy ETF

CIK 2039698 THE WOODLANDS, TX

Back to SPXE Full portfolio

All Filings in SPXE

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SPXE	$9,673,843	139,194	0.0%	Shares	Sole	2026-04-22
2025-12-31 SPXE	$10,283,791	139,194	0.0%	Shares	Sole	2026-01-14
2025-09-30 SPXE	$10,044,517	139,194	0.0%	Shares	Sole	2025-10-31
2025-06-30 SPXE	$9,310,408	139,194	0.0%	Shares	Sole	2025-08-12
2025-03-31 SPXE	$8,367,229	139,194	0.0%	Shares	Sole	2025-05-14
2024-12-31 SPXE	$8,806,386	139,194	0.0%	Shares	Sole	2025-01-23
2024-09-30 SPXE	$8,610,819	139,194	—	Shares	Sole	2024-10-09
No filing history on record for this holder in this stock.