Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Franklin US Equity Index ETF USPX Stock Holding History

Cambridge Investment Research 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
2025
Q4 		– Sell
-4,215
Closed -$247K – 3968
2025
Q3 		$247K Buy
+4,215
New +$237K ﹤0.01% 3304
2024
Q2 		– Sell
-5,166
Closed -$237K – 3436
2024
Q1 		$237K Buy
+5,166
New +$225K ﹤0.01% 2881

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 $8.94B AUM 20.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors's USPX Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of Franklin US Equity Index ETF (USPX) in Q4 2025, closing a stake of 4,215 shares — an estimated $247K sold.

Cambridge Investment Research Advisors first reported a position in USPX in Q1 2024 and held it in 2 quarters. The position peaked at $247K in Q3 2025. 31 funds tracked by Wall St. Rank hold USPX as of Q4 2025.

  • Cambridge Investment Research Advisors reported no remaining Franklin US Equity Index ETF position as of Q4 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,215 Franklin US Equity Index ETF shares in Q4 2025, an estimated $247K.
  • Cambridge Investment Research Advisors first reported a position in Franklin US Equity Index ETF in Q1 2024 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Franklin US Equity Index ETF position peaked at $247K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.