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EP Wealth Advisors’s CornerCap Fundametrics Large-Cap ETF FUNL Stock Holding History

EP Wealth Advisors’s Portfolio FUNL Stock Details FUNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$182M Sell
4,175,850
-73,265
-2% -$3.19M 1.2% 20
2025
Q1 		$177M Sell
4,249,115
-38,021
-0.9% -$1.58M 1.41% 15
2024
Q4 		$179M Sell
4,287,136
-40,606
-0.9% -$1.69M 1.46% 17
2024
Q3 		$182M Buy
+4,327,742
New +$182M 1.57% 11