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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
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

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
TTIC
Tower Trust & Investment Company Davenport, Iowa $165M AUM 28.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
JGIA
Jackson Grant Investment Advisers Stamford, Connecticut $322M AUM 20.03% 1-Year Est. Return

Latitude Advisors's USPX Position: Q2 2026 in Review

Latitude Advisors held its Franklin US Equity Index ETF (USPX) position steady in Q2 2026 at 4,969 shares worth $324K. The position accounts for 0.13% of the portfolio, ranked #177.

Latitude Advisors first reported a position in USPX in Q4 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold USPX as of Q2 2026.

  • Latitude Advisors held 4,969 shares of Franklin US Equity Index ETF worth $324K as of Q2 2026.
  • Latitude Advisors left its Franklin US Equity Index ETF share count unchanged in Q2 2026.
  • Franklin US Equity Index ETF made up 0.13% of Latitude Advisors's portfolio in Q2 2026, its #177 holding.
  • Latitude Advisors first reported a position in Franklin US Equity Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.