Atria Investments’s Franklin US Equity Index ETF USPX Stock Holding History

Atria Investments’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
2026 Q1	$5.55M	Buy	97,668 +26,185	+37%	+$1.56M	0.06%	341
2025 Q4	$4.27M	Buy	71,483 +29,037	+68%	+$1.72M	0.05%	436
2025 Q3	$2.49M	Buy	42,446 +9,562	+29%	+$539K	0.03%	638
2025 Q2	$1.79M	Sell	32,884 -247,982	-88%	-$12.4M	0.02%	772
2025 Q1	$13.8M	Buy	280,866 +17,274	+7%	+$891K	0.18%	123
2024 Q4	$13.5M	Buy	263,592 +7,159	+3%	+$370K	0.17%	131
2024 Q3	$12.9M	Sell	256,433 -63,295	-20%	-$3.06M	0.16%	139
2024 Q2	$15.2M	Sell	319,728 -159	-0%	-$7.29K	0.2%	108
2024 Q1	$14.7M	Sell	319,887 -59,688	-16%	-$2.6M	0.2%	109
2023 Q4	$15.8M	Buy	379,575 +73,344	+24%	+$2.86M	0.24%	92
2023 Q3	$11.5M	Buy	306,231 +235,367	+332%	+$9.16M	0.2%	106
2023 Q2	$2.75M	Buy	+70,864	New	+$2.59M	0.05%	449

Other funds holding USPX

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Atria Investments's USPX Position: Q1 2026 in Review

Atria Investments increased its Franklin US Equity Index ETF (USPX) stake by 37% in Q1 2026, buying an estimated $1.56M and bringing the position to 97,668 shares worth $5.55M. The position accounts for 0.06% of the portfolio, ranked #341.

Atria Investments first reported a position in USPX in Q2 2023 and has held it in 12 quarters since. The position peaked at $15.8M in Q4 2023. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

Atria Investments held 97,668 shares of Franklin US Equity Index ETF worth $5.55M as of Q1 2026.
Atria Investments bought 26,185 Franklin US Equity Index ETF shares in Q1 2026, an estimated $1.56M.
Franklin US Equity Index ETF made up 0.06% of Atria Investments's portfolio in Q1 2026, its #341 holding.
Atria Investments first reported a position in Franklin US Equity Index ETF in Q2 2023 and has held it in 12 quarters since.
Atria Investments's Franklin US Equity Index ETF position peaked at $15.8M in Q4 2023.
29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.