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Ladenburg Thalmann Financial Services’s Franklin US Equity Index ETF USPX Stock Holding History

Ladenburg Thalmann Financial 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
2019
Q4 		$31K Hold
935
– – ﹤0.01% 3865
2019
Q3 		$30K Hold
935
– – ﹤0.01% 3779
2019
Q2 		$29K Sell
935
-35
-4% -$1.08K ﹤0.01% 3835
2019
Q1 		$30K Hold
970
– – ﹤0.01% 3756
2018
Q4 		$27K Buy
970
+510
+111% +$14.8K ﹤0.01% 3693
2018
Q3 		$14K Sell
460
-192
-29% -$5.91K ﹤0.01% 4116
2018
Q2 		$20K Hold
652
– – ﹤0.01% 3832
2018
Q1 		$20K Buy
652
+52
+9% +$1.61K ﹤0.01% 3832
2017
Q4 		$18K Hold
600
– – ﹤0.01% 3863
2017
Q3 		$18K Hold
600
– – ﹤0.01% 3750
2017
Q2 		$17K Buy
+600
New +$16.7K ﹤0.01% 3710
2016
Q4 		– Sell
-76
Closed -$2K – 4960
2016
Q3 		$2K Buy
+76
New +$2.02K ﹤0.01% 4513

Other funds holding USPX

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ladenburg Thalmann Financial Services's USPX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Franklin US Equity Index ETF (USPX) position steady in Q4 2019 at 935 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #3865.

Ladenburg Thalmann Financial Services first reported a position in USPX in Q3 2016 and has held it in 12 quarters since. 7 funds tracked by Wall St. Rank hold USPX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 935 shares of Franklin US Equity Index ETF worth $31K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its Franklin US Equity Index ETF share count unchanged in Q4 2019.
  • Franklin US Equity Index ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3865 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Franklin US Equity Index ETF in Q3 2016 and has held it in 12 quarters since.
  • 7 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.