Raymond James Financial
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Raymond James Financial’s Franklin US Equity Index ETF USPX Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-290
Closed -$15.8K – 6692
2025
Q2 		$15.8K Buy
+290
New +$14.5K ﹤0.01% 5703

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $9.98B AUM 26.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Raymond James Financial's USPX Position: Q3 2025 in Review

Raymond James Financial sold out of Franklin US Equity Index ETF (USPX) in Q3 2025, closing a stake of 290 shares — an estimated $15.8K sold.

Raymond James Financial first reported a position in USPX in Q2 2025 and held it in 1 quarter. The position peaked at $15.8K in Q2 2025. 29 funds tracked by Wall St. Rank hold USPX as of Q3 2025.

  • Raymond James Financial reported no remaining Franklin US Equity Index ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 290 Franklin US Equity Index ETF shares in Q3 2025, an estimated $15.8K.
  • Raymond James Financial first reported a position in Franklin US Equity Index ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Franklin US Equity Index ETF position peaked at $15.8K in Q2 2025.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.