Latitude Advisors’s Franklin US Equity Index ETF USPX Stock Holding History

Latitude Advisors’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	$319K	Sell	4,778 -191	-4%	-$12.7K	0.1%	188
2026 Q2	$324K	Hold	4,969	–	–	0.13%	177
2026 Q1	$283K	Buy	4,969 +13	+0.3%	+$773	0.13%	176
2025 Q4	$296K	Buy	4,956 +15	+0.3%	+$891	0.13%	165
2025 Q3	$289K	Buy	4,941 +13	+0.3%	+$732	0.13%	156
2025 Q2	$268K	Buy	4,928 +11	+0.2%	+$552	0.13%	163
2025 Q1	$241K	Buy	4,917 +9	+0.2%	+$464	0.14%	166
2024 Q4	$252K	Buy	+4,908	New	+$254K	0.14%	154

Other funds holding USPX

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Latitude Advisors's USPX Position: Q3 2026 in Review

Latitude Advisors reduced its Franklin US Equity Index ETF (USPX) stake by 3.8% in Q3 2026, selling an estimated $12.7K and leaving 4,778 shares worth $319K. The position accounts for 0.1% of the portfolio, ranked #188.

Latitude Advisors first reported a position in USPX in Q4 2024 and has held it in 8 quarters since. The position peaked at $324K in Q2 2026. 17 funds tracked by Wall St. Rank hold USPX as of Q3 2026.

Latitude Advisors held 4,778 shares of Franklin US Equity Index ETF worth $319K as of Q3 2026.
Latitude Advisors sold 191 Franklin US Equity Index ETF shares in Q3 2026, an estimated $12.7K.
Franklin US Equity Index ETF made up 0.1% of Latitude Advisors's portfolio in Q3 2026, its #188 holding.
Latitude Advisors first reported a position in Franklin US Equity Index ETF in Q4 2024 and has held it in 8 quarters since.
Latitude Advisors's Franklin US Equity Index ETF position peaked at $324K in Q2 2026.
17 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.