GS
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GWN Securities’s Franklin US Equity Index ETF USPX Stock Holding History

GWN Securities’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
Q2 		– Sell
-4,915
Closed -$241K – 707
2025
Q1 		$241K Buy
+4,915
New +$254K 0.01% 636

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GWN Securities's USPX Position: Q2 2025 in Review

GWN Securities sold out of Franklin US Equity Index ETF (USPX) in Q2 2025, closing a stake of 4,915 shares — an estimated $241K sold.

GWN Securities first reported a position in USPX in Q1 2025 and held it in 1 quarter. The position peaked at $241K in Q1 2025. 28 funds tracked by Wall St. Rank hold USPX as of Q2 2025.

  • GWN Securities reported no remaining Franklin US Equity Index ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 4,915 Franklin US Equity Index ETF shares in Q2 2025, an estimated $241K.
  • GWN Securities first reported a position in Franklin US Equity Index ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's Franklin US Equity Index ETF position peaked at $241K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.