Larson Financial Group
USPX icon

Larson Financial Group’s Franklin US Equity Index ETF USPX Stock Holding History

Larson Financial Group’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
Q3 		$80.4K Sell
1,203
-577
-32% -$38.3K ﹤0.01% 1354
2026
Q2 		$116K Hold
1,780
– – ﹤0.01% 1101
2026
Q1 		$101K Hold
1,780
– – ﹤0.01% 993
2025
Q4 		$106K Buy
+1,780
New +$106K ﹤0.01% 917

Other funds holding USPX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Larson Financial Group's USPX Position: Q3 2026 in Review

Larson Financial Group reduced its Franklin US Equity Index ETF (USPX) stake by 32% in Q3 2026, selling an estimated $38.3K and leaving 1,203 shares worth $80.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Larson Financial Group first reported a position in USPX in Q4 2025 and has held it in 4 quarters since. The position peaked at $116K in Q2 2026. 23 funds tracked by Wall St. Rank hold USPX as of Q3 2026.

  • Larson Financial Group held 1,203 shares of Franklin US Equity Index ETF worth $80.4K as of Q3 2026.
  • Larson Financial Group sold 577 Franklin US Equity Index ETF shares in Q3 2026, an estimated $38.3K.
  • Franklin US Equity Index ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1354 holding.
  • Larson Financial Group first reported a position in Franklin US Equity Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Franklin US Equity Index ETF position peaked at $116K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.