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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
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Medallion Wealth Advisors's USPX Position: Q1 2026 in Review

Medallion Wealth Advisors held its Franklin US Equity Index ETF (USPX) position steady in Q1 2026 at 1,945 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #338.

Medallion Wealth Advisors first reported a position in USPX in Q4 2024 and has held it in 6 quarters since. The position peaked at $116K in Q4 2025. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • Medallion Wealth Advisors held 1,945 shares of Franklin US Equity Index ETF worth $111K as of Q1 2026.
  • Medallion Wealth Advisors left its Franklin US Equity Index ETF share count unchanged in Q1 2026.
  • Franklin US Equity Index ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #338 holding.
  • Medallion Wealth Advisors first reported a position in Franklin US Equity Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Franklin US Equity Index ETF position peaked at $116K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.