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Proshares Tr cmn shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Proshares Tr cmn (SPXN) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Proshares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr cmn held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr cmn by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $165k 2.7k 61.93
2024-06-30 $158k 2.7k 59.34
2024-03-31 $151k 1.3k 112.97
2023-12-31 $137k 1.3k 102.43
2023-09-30 $123k 1.3k 92.47

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding Proshares Tr cmn

SG Americas Securities
Barclays
Bnp Paribas Arbitrage, Snc
LPL Financial
Goldman Sachs Group
Envestnet Asset Management
Investors Research Corp
Advisor Group Holdings
Susquehanna International
Cambridge Investment Research Advisors
Sanctuary Advisors
Annapolis Financial Services
Smith Anglin Financial
EP Wealth Advisors
Bank of America Corporation

View all funds holding Proshares Tr cmn