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	-$6.26K	–	1644
2025 Q4	$6.26K	Hold	105	–	–	﹤0.01%	1315
2025 Q3	$6.13K	Hold	105	–	–	﹤0.01%	1284
2025 Q2	$5.69K	Hold	105	–	–	﹤0.01%	1232
2025 Q1	$5.13K	Buy	+105	New	+$5.42K	﹤0.01%	1221
2020 Q4	–	Sell	-400	Closed	-$13K	–	808
2020 Q3	$13K	Buy	+400	New	+$13K	﹤0.01%	558

Other funds holding USPX

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $6.26K 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 $6.26K.
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.