American Portfolios Advisors’s Franklin US Equity Index ETF USPX Stock Holding History

American Portfolios Advisors’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
2022 Q3	$376K	Buy	12,050 +403	+3%	+$14K	0.02%	760
2022 Q2	$400K	Buy	11,647 +185	+2%	+$6.91K	0.02%	750
2022 Q1	$458K	Buy	11,462 +11,370	+12,359%	+$453K	0.02%	771
2021 Q4	$3.85K	Sell	92 -9	-9%	-$367	﹤0.01%	2993
2021 Q3	$3.95K	Sell	101 -11	-10%	-$446	﹤0.01%	2947
2021 Q2	$4.46K	Sell	112 -34	-23%	-$1.34K	﹤0.01%	2871
2021 Q1	$5.51K	Hold	146	–	–	﹤0.01%	2658
2020 Q4	$5.24K	Buy	+146	New	+$5.02K	﹤0.01%	2396

Other funds holding USPX

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's USPX Position: Q3 2022 in Review

American Portfolios Advisors increased its Franklin US Equity Index ETF (USPX) stake by 3.5% in Q3 2022, buying an estimated $14K and bringing the position to 12,050 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #760.

American Portfolios Advisors first reported a position in USPX in Q4 2020 and has held it in 8 quarters since. The position peaked at $458K in Q1 2022. 9 funds tracked by Wall St. Rank hold USPX as of Q3 2022.

American Portfolios Advisors held 12,050 shares of Franklin US Equity Index ETF worth $376K as of Q3 2022.
American Portfolios Advisors bought 403 Franklin US Equity Index ETF shares in Q3 2022, an estimated $14K.
Franklin US Equity Index ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #760 holding.
American Portfolios Advisors first reported a position in Franklin US Equity Index ETF in Q4 2020 and has held it in 8 quarters since.
American Portfolios Advisors's Franklin US Equity Index ETF position peaked at $458K in Q1 2022.
9 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.