Global Retirement Partners’s Franklin US Equity Index ETF USPX Stock Holding History

Global Retirement Partners’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
2025 Q4	$598	Hold	10	–	–	﹤0.01%	3968
2025 Q3	$586	Hold	10	–	–	﹤0.01%	3618
2025 Q2	$544	Buy	+10	New	+$502	﹤0.01%	3566
2024 Q4	$513	Hold	10	–	–	﹤0.01%	3396
2024 Q3	$503	Hold	10	–	–	﹤0.01%	3271
2024 Q2	$477	Hold	10	–	–	﹤0.01%	3299
2024 Q1	$459	Hold	10	–	–	﹤0.01%	3149
2023 Q4	$416	Hold	10	–	–	﹤0.01%	3120
2023 Q3	$372	Hold	10	–	–	﹤0.01%	3031
2023 Q2	$388	Hold	10	–	–	﹤0.01%	3000
2023 Q1	$355	Hold	10	–	–	﹤0.01%	2995
2022 Q4	$332	Hold	10	–	–	﹤0.01%	2848
2022 Q3	$0	Hold	10	–	–	﹤0.01%	2994
2022 Q2	$0	Hold	10	–	–	﹤0.01%	2895
2022 Q1	$0	Buy	+10	New	+$398	﹤0.01%	2791

Other funds holding USPX

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Global Retirement Partners's USPX Position: Q4 2025 in Review

Global Retirement Partners held its Franklin US Equity Index ETF (USPX) position steady in Q4 2025 at 10 shares worth $598. The position accounts for ﹤0.01% of the portfolio, ranked #3968.

Global Retirement Partners first reported a position in USPX in Q1 2022 and has held it in 15 quarters since. 31 funds tracked by Wall St. Rank hold USPX as of Q4 2025.

Global Retirement Partners held 10 shares of Franklin US Equity Index ETF worth $598 as of Q4 2025.
Global Retirement Partners left its Franklin US Equity Index ETF share count unchanged in Q4 2025.
Franklin US Equity Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3968 holding.
Global Retirement Partners first reported a position in Franklin US Equity Index ETF in Q1 2022 and has held it in 15 quarters since.
31 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.