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Key Financial Inc’s Franklin US Equity Index ETF USPX Stock Holding History

Key Financial Inc’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 		$127K Hold
2,232
– – 0.02% 366
2025
Q4 		$133K Sell
2,232
-27
-1% -$1.6K 0.02% 349
2025
Q3 		$133K Sell
2,259
-177
-7% -$9.97K 0.02% 351
2025
Q2 		$132K Hold
2,436
– – 0.03% 338
2025
Q1 		$119K Sell
2,436
-51
-2% -$2.63K 0.03% 332
2024
Q4 		$128K Sell
2,487
-335
-12% -$17.3K 0.03% 316
2024
Q3 		$142K Hold
2,822
– – 0.03% 292
2024
Q2 		$134K Hold
2,822
– – 0.03% 286
2024
Q1 		$129K Hold
2,822
– – 0.03% 274
2023
Q4 		$117K Hold
2,822
– – 0.03% 280
2023
Q3 		$106K Hold
2,822
– – 0.04% 275
2023
Q2 		$110K Hold
2,822
– – 0.04% 272
2023
Q1 		$101K Hold
2,822
– – 0.04% 280
2022
Q4 		$88.1K Hold
2,822
– – 0.04% 264
2022
Q3 		$88K Buy
2,822
+680
+32% +$23.7K 0.04% 268
2022
Q2 		$74K Hold
2,142
– – 0.04% 294
2022
Q1 		$86K Hold
2,142
– – 0.04% 280
2021
Q4 		$90K Sell
2,142
-37
-2% -$1.51K 0.05% 249
2021
Q3 		$85K Hold
2,179
– – 0.05% 246
2021
Q2 		$88K Hold
2,179
– – 0.05% 249
2021
Q1 		$82K Hold
2,179
– – 0.05% 214
2020
Q4 		$78K Buy
+2,179
New +$74.9K 0.06% 207

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

Key Financial Inc's USPX Position: Q1 2026 in Review

Key Financial Inc held its Franklin US Equity Index ETF (USPX) position steady in Q1 2026 at 2,232 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #366.

Key Financial Inc first reported a position in USPX in Q4 2020 and has held it in 22 quarters since. The position peaked at $142K in Q3 2024. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • Key Financial Inc held 2,232 shares of Franklin US Equity Index ETF worth $127K as of Q1 2026.
  • Key Financial Inc left its Franklin US Equity Index ETF share count unchanged in Q1 2026.
  • Franklin US Equity Index ETF made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #366 holding.
  • Key Financial Inc first reported a position in Franklin US Equity Index ETF in Q4 2020 and has held it in 22 quarters since.
  • Key Financial Inc's Franklin US Equity Index ETF position peaked at $142K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.