Envestnet Asset Management
USPX icon

Envestnet Asset Management’s Franklin US Equity Index ETF USPX Stock Holding History

Envestnet Asset Management’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 		$778K Buy
13,676
+372
+3% +$22.1K ﹤0.01% 3621
2025
Q4 		$795K Buy
13,304
+40
+0.3% +$2.38K ﹤0.01% 3397
2025
Q3 		$777K Buy
13,264
+312
+2% +$17.6K ﹤0.01% 3474
2025
Q2 		$704K Buy
+12,952
New +$650K ﹤0.01% 3481

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

Envestnet Asset Management's USPX Position: Q1 2026 in Review

Envestnet Asset Management increased its Franklin US Equity Index ETF (USPX) stake by 2.8% in Q1 2026, buying an estimated $22.1K and bringing the position to 13,676 shares worth $778K. The position accounts for ﹤0.01% of the portfolio, ranked #3621.

Envestnet Asset Management first reported a position in USPX in Q2 2025 and has held it in 4 quarters since. The position peaked at $795K in Q4 2025. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • Envestnet Asset Management held 13,676 shares of Franklin US Equity Index ETF worth $778K as of Q1 2026.
  • Envestnet Asset Management bought 372 Franklin US Equity Index ETF shares in Q1 2026, an estimated $22.1K.
  • Franklin US Equity Index ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3621 holding.
  • Envestnet Asset Management first reported a position in Franklin US Equity Index ETF in Q2 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's Franklin US Equity Index ETF position peaked at $795K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.