Cetera Investment Advisers
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Cetera Investment Advisers’s Franklin US Equity Index ETF USPX Stock Holding History

Cetera Investment Advisers’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 		$930K Buy
16,359
+3,466
+27% +$206K ﹤0.01% 2964
2025
Q4 		$771K Buy
12,893
+22
+0.2% +$1.31K ﹤0.01% 3059
2025
Q3 		$754K Buy
12,871
+8,190
+175% +$461K ﹤0.01% 3037
2025
Q2 		$254K Buy
+4,681
New +$235K ﹤0.01% 3532

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

Cetera Investment Advisers's USPX Position: Q1 2026 in Review

Cetera Investment Advisers increased its Franklin US Equity Index ETF (USPX) stake by 27% in Q1 2026, buying an estimated $206K and bringing the position to 16,359 shares worth $930K. The position accounts for ﹤0.01% of the portfolio, ranked #2964.

Cetera Investment Advisers first reported a position in USPX in Q2 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • Cetera Investment Advisers held 16,359 shares of Franklin US Equity Index ETF worth $930K as of Q1 2026.
  • Cetera Investment Advisers bought 3,466 Franklin US Equity Index ETF shares in Q1 2026, an estimated $206K.
  • Franklin US Equity Index ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2964 holding.
  • Cetera Investment Advisers first reported a position in Franklin US Equity Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.