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Jackson Grant Investment Advisers’s Franklin US Equity Index ETF USPX Stock Holding History

Jackson Grant Investment Advisers’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 		$131 Hold
2
– – ﹤0.01% 416
2026
Q1 		$114 Hold
2
– – ﹤0.01% 397
2025
Q4 		$120 Hold
2
– – ﹤0.01% 395
2025
Q3 		$117 Buy
2
+1
+100% +$56 ﹤0.01% 413
2025
Q2 		$54 Buy
+1
New +$50 ﹤0.01% 385

Other funds holding USPX

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
TTIC
Tower Trust & Investment Company Davenport, Iowa $165M AUM 28.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Jackson Grant Investment Advisers's USPX Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Franklin US Equity Index ETF (USPX) position steady in Q2 2026 at 2 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Jackson Grant Investment Advisers first reported a position in USPX in Q2 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold USPX as of Q2 2026.

  • Jackson Grant Investment Advisers held 2 shares of Franklin US Equity Index ETF worth $131 as of Q2 2026.
  • Jackson Grant Investment Advisers left its Franklin US Equity Index ETF share count unchanged in Q2 2026.
  • Franklin US Equity Index ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #416 holding.
  • Jackson Grant Investment Advisers first reported a position in Franklin US Equity Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.