Citigroup
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Citigroup’s Franklin US Equity Index ETF USPX Stock Holding History

Citigroup’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 		$41.6K Buy
+732
New +$43.5K ﹤0.01% 4594
2025
Q1 		– Sell
-580
Closed -$29.8K – 5987
2024
Q4 		$29.8K Hold
580
– – ﹤0.01% 5206
2024
Q3 		$29.1K Buy
+580
New +$28.1K ﹤0.01% 5124

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
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

Citigroup's USPX Position: Q1 2026 in Review

Citigroup opened a new position in Franklin US Equity Index ETF (USPX) in Q1 2026: 732 shares worth $41.6K. The stake represents ﹤0.01% of the portfolio and ranks #4594 among its holdings. This is a return to the name: Citigroup previously reported a position in USPX as recently as Q4 2024.

Citigroup first reported a position in USPX in Q3 2024 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • Citigroup held 732 shares of Franklin US Equity Index ETF worth $41.6K as of Q1 2026.
  • Franklin US Equity Index ETF was a new Citigroup position in Q1 2026.
  • Franklin US Equity Index ETF made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #4594 holding.
  • Citigroup first reported a position in Franklin US Equity Index ETF in Q3 2024 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.