EP Wealth Advisors’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

EP Wealth Advisors’s Portfolio SPXE Stock Details SPXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$558K	Sell
2025 Q1	$523K	Buy
2024 Q4	$544K	Hold
2024 Q3	$532K	Buy
2024 Q2	$503K	Buy
2024 Q1	$285K	Sell
2023 Q4	$275K	Buy