Key Financial Inc’s Franklin US Equity Index ETF USPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Hold |
2,436
| – | – | 0.03% | 338 |
|
|
2025
Q1 | $119K | Sell |
2,436
-51
| -2% | -$2.5K | 0.03% | 332 |
|
|
2024
Q4 | $128K | Sell |
2,487
-335
| -12% | -$17.2K | 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% | +$21.2K | 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% | -$1.56K | 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 | +$78K | 0.06% | 207 |
|