Question 1

Does EP Wealth Advisors own SPXE stock?

Accepted Answer

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 5,382 shares of SPXE (Proshares S&P 500 Ex-Energy ETF), worth $434,292.

Question 2

How many shares of SPXE does EP Wealth Advisors own?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors holds 5,382 shares of SPXE (Proshares S&P 500 Ex-Energy ETF).

Question 3

What is EP Wealth Advisors' SPXE position worth?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors' SPXE position is worth $434,292.

Question 4

Is EP Wealth Advisors buying or selling SPXE?

Accepted Answer

In Q2 2026, EP Wealth Advisors reduced its SPXE position by 2,973 shares (-35.6%).

Question 5

When did EP Wealth Advisors first buy SPXE?

Accepted Answer

EP Wealth Advisors first reported SPXE in its Q4 2023 13F and has listed it in 10 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	5,382	-35.6%	$434,292	0.0%	$80.70	0
2026-Q1	Decreased	8,355	-0.4%	$580,658	0.0%	$73.07	0
2025-Q4	Increased	8,391	+0.5%	$619,966	0.0%	$74.38	24
2025-Q2	Decreased	8,347	-4.0%	$558,310	0.0%	$66.13	0
2025-Q1	Increased	8,697	+1.1%	$522,791	0.0%	$59.28	24
2024-Q4	Unchanged	8,602	0.0%	$544,221	0.0%	$63.02	0
2024-Q3	Increased	8,602	+0.1%	$532,135	0.0%	$60.80	24
2024-Q2	Increased	8,594	+238.6%	$502,620	0.0%	$57.53	39
2024-Q1	Decreased	2,538	-6.1%	$284,980	0.0%	$55.05	0
2023-Q4	New	2,703	-	$275,209	0.0%	$49.79	32

SPXE10 quarters

SPXE
10 quarters