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 Q2	$8.55M	Buy	130,864 +33,196	+34%	+$2.1M	0.09%	245
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 $462B AUM 39.16% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atria Investments's USPX Position: Q2 2026 in Review

Atria Investments increased its Franklin US Equity Index ETF (USPX) stake by 34% in Q2 2026, buying an estimated $2.1M and bringing the position to 130,864 shares worth $8.55M. The position accounts for 0.09% of the portfolio, ranked #245.

Atria Investments first reported a position in USPX in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.8M in Q4 2023. 35 funds tracked by Wall St. Rank hold USPX as of Q2 2026.

Atria Investments held 130,864 shares of Franklin US Equity Index ETF worth $8.55M as of Q2 2026.
Atria Investments bought 33,196 Franklin US Equity Index ETF shares in Q2 2026, an estimated $2.1M.
Franklin US Equity Index ETF made up 0.09% of Atria Investments's portfolio in Q2 2026, its #245 holding.
Atria Investments first reported a position in Franklin US Equity Index ETF in Q2 2023 and has held it in 13 quarters since.
Atria Investments's Franklin US Equity Index ETF position peaked at $15.8M in Q4 2023.
35 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.