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Capital Analysts LLC’s Franklin US Equity Index ETF USPX Stock Holding History

Capital Analysts 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
Q1 		– Sell
-105
Closed -$6K – 1595
2025
Q4 		$6K Hold
105
– – ﹤0.01% 1330
2025
Q3 		$6K Hold
105
– – ﹤0.01% 1289
2025
Q2 		$6K Hold
105
– – ﹤0.01% 1234
2025
Q1 		$5K Buy
+105
New +$5.42K ﹤0.01% 1233
2020
Q4 		– Sell
-400
Closed -$13K – 808
2020
Q3 		$13K Buy
+400
New +$13K ﹤0.01% 558

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

Capital Analysts LLC's USPX Position: Q1 2026 in Review

Capital Analysts LLC sold out of Franklin US Equity Index ETF (USPX) in Q1 2026, closing a stake of 105 shares — an estimated $6K sold.

Capital Analysts LLC first reported a position in USPX in Q3 2020 and held it in 5 quarters. The position peaked at $13K in Q3 2020. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • Capital Analysts LLC reported no remaining Franklin US Equity Index ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 105 Franklin US Equity Index ETF shares in Q1 2026, an estimated $6K.
  • Capital Analysts LLC first reported a position in Franklin US Equity Index ETF in Q3 2020 and held it in 5 quarters.
  • Capital Analysts LLC's Franklin US Equity Index ETF position peaked at $13K in Q3 2020.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.