Bank of America
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Bank of America’s Franklin US Equity Index ETF USPX Stock Holding History

Bank of America’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 		– Sell
-2,331
Closed -$139K – 6866
2025
Q4 		$139K Sell
2,331
-405
-15% -$24K ﹤0.01% 5502
2025
Q3 		$160K Hold
2,736
– – ﹤0.01% 6385
2025
Q2 		$149K Buy
2,736
+455
+20% +$22.8K ﹤0.01% 6322
2025
Q1 		$112K Buy
2,281
+735
+48% +$37.9K ﹤0.01% 6444
2024
Q4 		$79.4K Buy
1,546
+25
+2% +$1.29K ﹤0.01% 6494
2024
Q3 		$76.4K Hold
1,521
– – ﹤0.01% 6428
2024
Q2 		$72.5K Sell
1,521
-19
-1% -$871 ﹤0.01% 6394
2024
Q1 		$70.7K Hold
1,540
– – ﹤0.01% 6398
2023
Q4 		$64.1K Buy
1,540
+1,158
+303% +$45.2K ﹤0.01% 6534
2023
Q3 		$14.3K Sell
382
-313
-45% -$12.2K ﹤0.01% 6781
2023
Q2 		$27K Buy
695
+16
+2% +$586 ﹤0.01% 6636
2023
Q1 		$24.2K Buy
679
+10
+1% +$348 ﹤0.01% 6706
2022
Q4 		$22.2K Hold
669
– – ﹤0.01% 6707
2022
Q3 		$21K Hold
669
– – ﹤0.01% 7016
2022
Q2 		$23K Hold
669
– – ﹤0.01% 7146
2022
Q1 		$27K Buy
669
+274
+69% +$10.9K ﹤0.01% 7411
2021
Q4 		$16K Buy
395
+159
+67% +$6.48K ﹤0.01% 7592
2021
Q3 		$9K Buy
+236
New +$9.58K ﹤0.01% 7602
2021
Q1 		– Sell
-4
Closed – – 7796
2020
Q4 		$0 Buy
4
+2
+100% +$69 ﹤0.01% 7383
2020
Q3 		$0 Hold
2
– – ﹤0.01% 7191
2020
Q2 		$0 Hold
2
– – ﹤0.01% 7142
2020
Q1 		$0 Hold
2
– – ﹤0.01% 7263
2019
Q4 		$0 Hold
2
– – ﹤0.01% 7415
2019
Q3 		$0 Buy
+2
New +$62 ﹤0.01% 7515
2019
Q2 		– Sell
-850
Closed -$26K – 7422
2019
Q1 		$26K Sell
850
-5,905
-87% -$176K ﹤0.01% 6422
2018
Q4 		$185K Buy
+6,755
New +$196K ﹤0.01% 5567

Other funds holding USPX

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America's USPX Position: Q1 2026 in Review

Bank of America sold out of Franklin US Equity Index ETF (USPX) in Q1 2026, closing a stake of 2,331 shares — an estimated $139K sold.

Bank of America first reported a position in USPX in Q4 2018 and held it in 26 quarters. The position peaked at $185K in Q4 2018. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • Bank of America reported no remaining Franklin US Equity Index ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 2,331 Franklin US Equity Index ETF shares in Q1 2026, an estimated $139K.
  • Bank of America first reported a position in Franklin US Equity Index ETF in Q4 2018 and held it in 26 quarters.
  • Bank of America's Franklin US Equity Index ETF position peaked at $185K in Q4 2018.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.