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Proshares Tr cmn shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Proshares Tr cmn (SPXT) 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
2025-06-30 $221k 2.3k 95.83
2025-03-31 $217k 2.4k 91.09

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Proshares Tr cmn

Armstrong Advisory Group
Creative Planning
Golden State Equity Partners
Susquehanna International
Beacon Pointe Advisors
Long Island Wealth Management
LPL Financial
AMJ Financial Wealth Management
Hengehold Capital Management
Wiley Bros.-aintree Capital
Atlantic Trust
EP Wealth Advisors
Bank Of Montreal
UBS Group
Advisor Group Holdings

View all funds holding Proshares Tr cmn