Ep Wealth Advisors, LLC Closed Holding Positions

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Aetna Inc New	Q4 2018 Filed on Feb 19, 2019	1,860	N/A
Express Scripts Hldg CO	Q4 2018 Filed on Feb 19, 2019	3,235	N/A
SIMO Silicon Motion Technology Corp Technology	Q4 2018 Filed on Feb 19, 2019	4,786	$32.13 - $53.9 $154K - $258K
FTXO First Tr ETF Vi Nasdaq Bk ETF ETFs	Q3 2018 Filed on Nov 15, 2018	29,128	$27.89 - $30.24 $812K - $881K
LGFB Lions Gate Entmt Corp Cl B Non	Q3 2018 Filed on Nov 15, 2018	14,122	N/A
Wyndham Destinations Inc	Q3 2018 Filed on Nov 15, 2018	89,382	N/A
Broadcom LTD	Q2 2018 Filed on Aug 14, 2018	56,379	N/A
Powershares ETF Trust Ii	Q2 2018 Filed on Aug 14, 2018	37,291	N/A
Powershares ETF Trust Ii	Q2 2018 Filed on Aug 14, 2018	51,334	N/A
Powershares ETF Trust Ii	Q2 2018 Filed on Aug 14, 2018	10,300	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 14, 2018	10,418	N/A
Powershares Qqq Trust	Q2 2018 Filed on Aug 14, 2018	9,247	N/A
Rydex ETF Trust	Q2 2018 Filed on Aug 14, 2018	21,619	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Aug 14, 2018	39,295	N/A
ETY Eaton Vance Tax Managed Diversified Equity Income Fund Financial Services	Q2 2018 Filed on Aug 14, 2018	20,000	$11.4 - $12.58 $228K - $252K
Allianzgi Nfj Divid Int & Pr	Q2 2018 Filed on Aug 14, 2018	24,000	N/A
BFH Bread Financial Holdings, Inc. Financial Services	Q2 2018 Filed on Aug 14, 2018	10,057	$155.34 - $188.88 $1.56M - $1.9M
Alps ETF Tr	Q2 2018 Filed on Aug 14, 2018	129,760	N/A
ETJ Eaton Vance Risk Managed Diversified Equity Income Fund Financial Services	Q2 2018 Filed on Aug 14, 2018	30,000	$8.9 - $9.73 $267K - $292K
IFGL Ishares International Develope ETFs	Q2 2018 Filed on Aug 14, 2018	124,070	$28.98 - $30.62 $3.6M - $3.8M
Time Warner Inc	Q2 2018 Filed on Aug 14, 2018	2,587	N/A
CEMB Ishares J.P. Morgan Em Corpora ETFs	Q1 2018 Filed on May 15, 2018	8,311	$49.57 - $51.4 $412K - $427K
FXH First Tr Exchange Trd Fd Healt ETFs	Q1 2018 Filed on May 15, 2018	3,050	$68.37 - $76.56 $209K - $234K
GHYG Ishares Incus & Intl High Yiel ETFs	Q1 2018 Filed on May 15, 2018	12,464	N/A
Monsanto CO New	Q1 2018 Filed on May 15, 2018	2,549	N/A
BOE Black Rock Enhanced Global Dividend Trust Financial Services	Q1 2018 Filed on May 15, 2018	15,000	$11.29 - $12.99 $169K - $195K
Corporate Cap Tr Inc	Q1 2018 Filed on May 15, 2018	70,283	N/A
Rockwell Collins Inc	Q1 2018 Filed on May 15, 2018	1,524	N/A
Spdr Series Trust	Q1 2018 Filed on May 15, 2018	6,056	N/A
IAK Ishares Tr ETFs	Q1 2018 Filed on May 15, 2018	17,475	N/A
BGY Black Rock Enhanced International Dividend Trust Financial Services	Q1 2018 Filed on May 15, 2018	22,000	$5.96 - $6.83 $131K - $150K
FXU First Tr Exchange Traded Fd Ut ETFs	Q4 2017 Filed on Feb 15, 2018	77,344	$25.77 - $27.62 $1.99M - $2.14M
Valero Energy Partners LP	Q4 2017 Filed on Feb 15, 2018	5,260	N/A
Global X Fds	Q4 2017 Filed on Feb 15, 2018	11,200	N/A
CNP Centerpoint Energy Inc Utilities	Q4 2017 Filed on Feb 15, 2018	7,997	$27.77 - $30.01 $222K - $240K
Cu Bancorp Calif	Q4 2017 Filed on Feb 15, 2018	5,906	N/A
BKD Brookdale Senior Living Inc. Healthcare	Q4 2017 Filed on Feb 15, 2018	10,040	$8.81 - $10.92 $88.5K - $110K
EMHY Ishares J.P. Morgan Em High Yi ETFs	Q4 2017 Filed on Feb 15, 2018	29,670	$49.41 - $51.04 $1.47M - $1.51M
HSIC Henry Schein Inc Healthcare	Q4 2017 Filed on Feb 15, 2018	2,638	$52.16 - $66.3 $138K - $175K
Du Pont E I De Nemours & CO	Q3 2017 Filed on Nov 15, 2017	2,508	N/A
GTE Gran Tierra Energy Inc. Energy	Q3 2017 Filed on Nov 15, 2017	19,700	$1.96 - $2.36 $38.6K - $46.5K
ARCC Ares Capital Corp Financial Services	Q3 2017 Filed on Nov 15, 2017	37,000	$15.67 - $16.45 $580K - $609K
Mylan N V	Q3 2017 Filed on Nov 15, 2017	164,340	N/A

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