RPg Family Wealth Advisory’s Franklin US Equity Index ETF USPX Stock Holding History

RPg Family Wealth Advisory’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
2020 Q1	–	Sell	-47,682	Closed	-$1.6M	–	286
2019 Q4	$1.6M	Buy	47,682 +2,568	+6%	+$83.7K	0.92%	36
2019 Q3	$1.43M	Sell	45,114 -364	-0.8%	-$11.4K	0.86%	35
2019 Q2	$1.41M	Buy	45,478 +2,178	+5%	+$67.3K	0.84%	36
2019 Q1	$1.34M	Buy	43,300 +2,491	+6%	+$74K	0.79%	40
2018 Q4	$1.12M	Sell	40,809 -101	-0.2%	-$2.93K	1.09%	26
2018 Q3	$1.28M	Sell	40,910 -304	-0.7%	-$9.36K	0.96%	32
2018 Q2	$1.23M	Buy	41,214 +255	+0.6%	+$7.7K	0.95%	33
2018 Q1	$1.23M	Sell	40,959 -1,464	-3%	-$45.4K	1.01%	32
2017 Q4	$1.3M	Buy	42,423 +63	+0.1%	+$1.9K	1.1%	28
2017 Q3	$1.24M	Sell	42,360 -1,384	-3%	-$39.6K	1.02%	31
2017 Q2	$1.22M	Buy	43,744 +56	+0.1%	+$1.56K	1.07%	29
2017 Q1	$1.19M	Sell	43,688 -1,654	-4%	-$44.2K	0.99%	30
2016 Q4	$1.15M	Buy	45,342 +2,102	+5%	+$54.6K	0.99%	32
2016 Q3	$1.15M	Buy	+43,240	New	+$1.15M	0.82%	36

Other funds holding USPX

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RPg Family Wealth Advisory's USPX Position: Q1 2020 in Review

RPg Family Wealth Advisory sold out of Franklin US Equity Index ETF (USPX) in Q1 2020, closing a stake of 47,682 shares — an estimated $1.6M sold.

RPg Family Wealth Advisory first reported a position in USPX in Q3 2016 and held it in 14 quarters. The position peaked at $1.6M in Q4 2019. 7 funds tracked by Wall St. Rank hold USPX as of Q1 2020.

RPg Family Wealth Advisory reported no remaining Franklin US Equity Index ETF position as of Q1 2020 after selling out during the quarter.
RPg Family Wealth Advisory sold 47,682 Franklin US Equity Index ETF shares in Q1 2020, an estimated $1.6M.
RPg Family Wealth Advisory first reported a position in Franklin US Equity Index ETF in Q3 2016 and held it in 14 quarters.
RPg Family Wealth Advisory's Franklin US Equity Index ETF position peaked at $1.6M in Q4 2019.
7 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2020, filed 14 May 2020.