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Clearstead Advisors’s Franklin US Equity Index ETF USPX Stock Holding History

Clearstead 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
2026
Q2 		$613K Buy
+9,392
New +$595K 0.01% 682

Other funds holding USPX

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Clearstead Advisors's USPX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Franklin US Equity Index ETF (USPX) in Q2 2026: 9,392 shares worth $613K. The stake represents 0.01% of the portfolio and ranks #682 among its holdings.

18 funds tracked by Wall St. Rank hold USPX as of Q2 2026.

  • Clearstead Advisors held 9,392 shares of Franklin US Equity Index ETF worth $613K as of Q2 2026.
  • Franklin US Equity Index ETF was a new Clearstead Advisors position in Q2 2026.
  • Franklin US Equity Index ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #682 holding.
  • 18 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.