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Kestra Advisory Services’s Franklin US Equity Index ETF USPX Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-578
Closed -$34.6K – 4347
2025
Q4 		$34.6K Buy
+578
New +$34.3K ﹤0.01% 4201

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
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kestra Advisory Services's USPX Position: Q1 2026 in Review

Kestra Advisory Services sold out of Franklin US Equity Index ETF (USPX) in Q1 2026, closing a stake of 578 shares — an estimated $34.6K sold.

Kestra Advisory Services first reported a position in USPX in Q4 2025 and held it in 1 quarter. The position peaked at $34.6K in Q4 2025. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • Kestra Advisory Services reported no remaining Franklin US Equity Index ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 578 Franklin US Equity Index ETF shares in Q1 2026, an estimated $34.6K.
  • Kestra Advisory Services first reported a position in Franklin US Equity Index ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Franklin US Equity Index ETF position peaked at $34.6K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.