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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
Q1 		$242K Buy
2,391
+90
+4% +$9.47K ﹤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

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AFWM
AMJ Financial Wealth Management Leesburg, Virginia $424M AUM 37.24% 1-Year Est. Return

EP Wealth Advisors's SPXT Position: Q1 2026 in Review

EP Wealth Advisors increased its ProShares S&P 500 ex-Technology ETF (SPXT) stake by 3.9% in Q1 2026, buying an estimated $9.47K and bringing the position to 2,391 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

EP Wealth Advisors first reported a position in SPXT in Q1 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold SPXT as of Q1 2026.

  • EP Wealth Advisors held 2,391 shares of ProShares S&P 500 ex-Technology ETF worth $242K as of Q1 2026.
  • EP Wealth Advisors bought 90 ProShares S&P 500 ex-Technology ETF shares in Q1 2026, an estimated $9.47K.
  • ProShares S&P 500 ex-Technology ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1293 holding.
  • EP Wealth Advisors first reported a position in ProShares S&P 500 ex-Technology ETF in Q1 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Technology ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.