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

Medallion Wealth 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	–	Sell	-1,945	Closed	-$111K	–	1303
2026 Q1	$111K	Hold	1,945	–	–	0.04%	338
2025 Q4	$116K	Hold	1,945	–	–	0.04%	335
2025 Q3	$114K	Hold	1,945	–	–	0.04%	334
2025 Q2	$106K	Hold	1,945	–	–	0.04%	336
2025 Q1	$95.3K	Hold	1,945	–	–	0.04%	314
2024 Q4	$95.3K	Buy	+1,945	New	+$101K	0.05%	307

Other funds holding USPX

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Medallion Wealth Advisors's USPX Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Franklin US Equity Index ETF (USPX) in Q2 2026, closing a stake of 1,945 shares — an estimated $111K sold.

Medallion Wealth Advisors first reported a position in USPX in Q4 2024 and held it in 6 quarters. The position peaked at $116K in Q4 2025. 35 funds tracked by Wall St. Rank hold USPX as of Q2 2026.

Medallion Wealth Advisors reported no remaining Franklin US Equity Index ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 1,945 Franklin US Equity Index ETF shares in Q2 2026, an estimated $111K.
Medallion Wealth Advisors first reported a position in Franklin US Equity Index ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's Franklin US Equity Index ETF position peaked at $116K in Q4 2025.
35 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.