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Sanctuary Advisors’s Franklin US Equity Index ETF USPX Stock Holding History

Sanctuary 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 		$122M Buy
2,140,419
+153,460
+8% +$9.13M 0.66% 23
2025
Q4 		$119M Buy
1,986,959
+75,801
+4% +$4.5M 0.65% 25
2025
Q3 		$112M Buy
1,911,158
+184,560
+11% +$10.4M 0.64% 25
2025
Q2 		$93.9M Sell
1,726,598
-206,672
-11% -$10.4M 0.58% 26
2025
Q1 		$94.7M Buy
1,933,270
+136,312
+8% +$7.03M 0.67% 25
2024
Q4 		$95.6M Buy
1,796,958
+38,940
+2% +$2.01M 0.6% 26
2024
Q3 		$92.1M Sell
1,758,018
-163,403
-9% -$7.91M 0.58% 28
2024
Q2 		$85.7M Buy
+1,921,421
New +$88.1M 0.62% 22

Other funds holding USPX

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sanctuary Advisors's USPX Position: Q1 2026 in Review

Sanctuary Advisors increased its Franklin US Equity Index ETF (USPX) stake by 7.7% in Q1 2026, buying an estimated $9.13M and bringing the position to 2,140,419 shares worth $122M. The position accounts for 0.66% of the portfolio, ranked #23.

Sanctuary Advisors first reported a position in USPX in Q2 2024 and has held it in 8 quarters since. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • Sanctuary Advisors held 2,140,419 shares of Franklin US Equity Index ETF worth $122M as of Q1 2026.
  • Sanctuary Advisors bought 153,460 Franklin US Equity Index ETF shares in Q1 2026, an estimated $9.13M.
  • Franklin US Equity Index ETF made up 0.66% of Sanctuary Advisors's portfolio in Q1 2026, its #23 holding.
  • Sanctuary Advisors first reported a position in Franklin US Equity Index ETF in Q2 2024 and has held it in 8 quarters since.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.