Advisor Group’s Franklin US Equity Index ETF USPX Stock Holding History

Advisor Group’s Portfolio USPX Stock Details USPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$79K	Buy	2,350 +50	+2%	+$1.63K	﹤0.01%	3107
2019 Q3	$73K	Hold	2,300	–	–	﹤0.01%	3126
2019 Q2	$72K	Sell	2,300 -200	-8%	-$6.18K	﹤0.01%	3107
2019 Q1	$77K	Hold	2,500	–	–	﹤0.01%	3076
2018 Q4	$69K	Buy	2,500 +35	+1%	+$1.02K	﹤0.01%	2960
2018 Q3	$77K	Hold	2,465	–	–	﹤0.01%	2949
2018 Q2	$73K	Sell	2,465 -300	-11%	-$9.06K	﹤0.01%	2788
2018 Q1	$83K	Sell	2,765 -400	-13%	-$12.4K	﹤0.01%	2705
2017 Q4	$97K	Buy	3,165 +465	+17%	+$14K	﹤0.01%	2609
2017 Q3	$79K	Buy	+2,700	New	+$77.2K	﹤0.01%	2605

Other funds holding USPX

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group's USPX Position: Q4 2019 in Review

Advisor Group increased its Franklin US Equity Index ETF (USPX) stake by 2.2% in Q4 2019, buying an estimated $1.63K and bringing the position to 2,350 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #3107.

Advisor Group first reported a position in USPX in Q3 2017 and has held it in 10 quarters since. The position peaked at $97K in Q4 2017. 7 funds tracked by Wall St. Rank hold USPX as of Q4 2019.

Advisor Group held 2,350 shares of Franklin US Equity Index ETF worth $79K as of Q4 2019.
Advisor Group bought 50 Franklin US Equity Index ETF shares in Q4 2019, an estimated $1.63K.
Franklin US Equity Index ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3107 holding.
Advisor Group first reported a position in Franklin US Equity Index ETF in Q3 2017 and has held it in 10 quarters since.
Advisor Group's Franklin US Equity Index ETF position peaked at $97K in Q4 2017.
7 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.