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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$147K	Hold
2025 Q1	$131K	Sell
2024 Q4	$151K	Sell
2024 Q3	$165K	Hold
2024 Q2	$158K	Hold
2024 Q1	$151K	Hold
2023 Q4	$137K	Hold
2023 Q3	$123K	Buy