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IronBridge Private Wealth’s Franklin US Equity Index ETF USPX Stock Holding History

IronBridge Private Wealth’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
-5,184
Closed -$254K – 50
2025
Q1 		$254K Hold
5,184
– – 0.1% 43
2024
Q4 		$266K Hold
5,184
– – 0.1% 43
2024
Q3 		$261K Buy
+5,184
New +$251K 0.1% 40

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

IronBridge Private Wealth's USPX Position: Q2 2025 in Review

IronBridge Private Wealth sold out of Franklin US Equity Index ETF (USPX) in Q2 2025, closing a stake of 5,184 shares — an estimated $254K sold.

IronBridge Private Wealth first reported a position in USPX in Q3 2024 and held it in 3 quarters. The position peaked at $266K in Q4 2024. 28 funds tracked by Wall St. Rank hold USPX as of Q2 2025.

  • IronBridge Private Wealth reported no remaining Franklin US Equity Index ETF position as of Q2 2025 after selling out during the quarter.
  • IronBridge Private Wealth sold 5,184 Franklin US Equity Index ETF shares in Q2 2025, an estimated $254K.
  • IronBridge Private Wealth first reported a position in Franklin US Equity Index ETF in Q3 2024 and held it in 3 quarters.
  • IronBridge Private Wealth's Franklin US Equity Index ETF position peaked at $266K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q2 2025.

Based on IronBridge Private Wealth's 13F filing for Q2 2025, filed 10 Oct 2025.