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Rothschild Investment LLC’s Franklin US Equity Index ETF USPX Stock Holding History

Rothschild Investment LLC’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 		$63.7K Hold
1,120
– – ﹤0.01% 1050
2025
Q4 		$67K Hold
1,120
– – ﹤0.01% 941
2025
Q3 		$65.6K Hold
1,120
– – ﹤0.01% 921
2025
Q2 		$60.9K Hold
1,120
– – ﹤0.01% 740
2025
Q1 		$54.9K Hold
1,120
– – ﹤0.01% 748
2024
Q4 		$57.5K Hold
1,120
– – ﹤0.01% 753
2024
Q3 		$56.3K Buy
+1,120
New +$54.2K ﹤0.01% 751

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 $9.98B AUM 26.5% 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

Rothschild Investment LLC's USPX Position: Q1 2026 in Review

Rothschild Investment LLC held its Franklin US Equity Index ETF (USPX) position steady in Q1 2026 at 1,120 shares worth $63.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Rothschild Investment LLC first reported a position in USPX in Q3 2024 and has held it in 7 quarters since. The position peaked at $67K in Q4 2025. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • Rothschild Investment LLC held 1,120 shares of Franklin US Equity Index ETF worth $63.7K as of Q1 2026.
  • Rothschild Investment LLC left its Franklin US Equity Index ETF share count unchanged in Q1 2026.
  • Franklin US Equity Index ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1050 holding.
  • Rothschild Investment LLC first reported a position in Franklin US Equity Index ETF in Q3 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's Franklin US Equity Index ETF position peaked at $67K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.