Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Franklin US Equity Index ETF USPX Stock Holding History

Northwestern Mutual Wealth Management’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
-895
Closed -$50.9K – 4466
2026
Q1 		$50.9K Buy
+895
New +$53.2K ﹤0.01% 2429

Other funds holding USPX

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management's USPX Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Franklin US Equity Index ETF (USPX) in Q2 2026, closing a stake of 895 shares — an estimated $50.9K sold.

Northwestern Mutual Wealth Management first reported a position in USPX in Q1 2026 and held it in 1 quarter. The position peaked at $50.9K in Q1 2026. 35 funds tracked by Wall St. Rank hold USPX as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining Franklin US Equity Index ETF position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 895 Franklin US Equity Index ETF shares in Q2 2026, an estimated $50.9K.
  • Northwestern Mutual Wealth Management first reported a position in Franklin US Equity Index ETF in Q1 2026 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Franklin US Equity Index ETF position peaked at $50.9K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.