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Bogart Wealth LLC’s Franklin US Equity Index ETF USPX Stock Holding History

Bogart Wealth LLC’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 		$166K Hold
2,543
– – 0.01% 320
2026
Q1 		$145K Hold
2,543
– – 0.01% 311
2025
Q4 		$152K Buy
+2,543
New +$151K 0.01% 279

Other funds holding USPX

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
TTIC
Tower Trust & Investment Company Davenport, Iowa $165M AUM 28.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Bogart Wealth LLC's USPX Position: Q2 2026 in Review

Bogart Wealth LLC held its Franklin US Equity Index ETF (USPX) position steady in Q2 2026 at 2,543 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #320.

Bogart Wealth LLC first reported a position in USPX in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold USPX as of Q2 2026.

  • Bogart Wealth LLC held 2,543 shares of Franklin US Equity Index ETF worth $166K as of Q2 2026.
  • Bogart Wealth LLC left its Franklin US Equity Index ETF share count unchanged in Q2 2026.
  • Franklin US Equity Index ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #320 holding.
  • Bogart Wealth LLC first reported a position in Franklin US Equity Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.