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 Q2	$511K	Sell	7,830 -5,846	-43%	-$370K	﹤0.01%	4056
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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management's USPX Position: Q2 2026 in Review

Envestnet Asset Management reduced its Franklin US Equity Index ETF (USPX) stake by 43% in Q2 2026, selling an estimated $370K and leaving 7,830 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #4056.

Envestnet Asset Management first reported a position in USPX in Q2 2025 and has held it in 5 quarters since. The position peaked at $795K in Q4 2025. 35 funds tracked by Wall St. Rank hold USPX as of Q2 2026.

Envestnet Asset Management held 7,830 shares of Franklin US Equity Index ETF worth $511K as of Q2 2026.
Envestnet Asset Management sold 5,846 Franklin US Equity Index ETF shares in Q2 2026, an estimated $370K.
Franklin US Equity Index ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4056 holding.
Envestnet Asset Management first reported a position in Franklin US Equity Index ETF in Q2 2025 and has held it in 5 quarters since.
Envestnet Asset Management's Franklin US Equity Index ETF position peaked at $795K in Q4 2025.
35 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.