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Proshares Tr shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Proshares Tr

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr 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 by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $115k 1.3k 85.57

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for EP Wealth Advisors

Top funds holding Proshares Tr

Susquehanna International
Cassaday & Co Wealth Management
Toth Financial Advisory Corporation
Colony
Citadel Advisors
Jane Street
Pinnacle Financial Partners
Quantinno Capital Management
Integrated Advisors Network
Warren Averett Asset Management
Chicago Partners Investment
Savant Capital Management
Capital Investment Counsel
Branch Banking & Trust Company
Summit Financial

View all funds holding Proshares Tr