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

EP Wealth Advisors’s Portfolio SPXT Stock Details SPXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Hold
2,391
– – ﹤0.01% 1374
2026
Q1 		$242K Buy
2,391
+90
+4% +$9.48K ﹤0.01% 1293
2025
Q4 		$239K Buy
+2,301
New +$235K ﹤0.01% 1272
2025
Q2 		$220K Sell
2,301
-86
-4% -$7.83K ﹤0.01% 1198
2025
Q1 		$217K Buy
+2,387
New +$224K ﹤0.01% 1094

Other funds holding SPXT

Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clarity Capital Advisors Lakewood Ranch, Florida $239M AUM 19.07% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EP Wealth Advisors's SPXT Position: Q2 2026 in Review

EP Wealth Advisors held its ProShares S&P 500 ex-Technology ETF (SPXT) position steady in Q2 2026 at 2,391 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

EP Wealth Advisors first reported a position in SPXT in Q1 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold SPXT as of Q2 2026.

  • EP Wealth Advisors held 2,391 shares of ProShares S&P 500 ex-Technology ETF worth $259K as of Q2 2026.
  • EP Wealth Advisors left its ProShares S&P 500 ex-Technology ETF share count unchanged in Q2 2026.
  • ProShares S&P 500 ex-Technology ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1374 holding.
  • EP Wealth Advisors first reported a position in ProShares S&P 500 ex-Technology ETF in Q1 2025 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Technology ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.