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Sequent Planning’s Franklin US Equity Index ETF USPX Stock Holding History

Sequent Planning’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 		$21.3M Buy
373,851
+50,573
+16% +$3.01M 5.14% 2
2025
Q4 		$19.3M Buy
323,278
+43,489
+16% +$2.58M 4.92% 2
2025
Q3 		$16.4M Buy
+279,789
New +$15.8M 4.65% 5

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
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 $12.8B AUM 19.38% 1-Year Est. Return

Sequent Planning's USPX Position: Q1 2026 in Review

Sequent Planning increased its Franklin US Equity Index ETF (USPX) stake by 16% in Q1 2026, buying an estimated $3.01M and bringing the position to 373,851 shares worth $21.3M. The position accounts for 5.14% of the portfolio, ranked #2.

Sequent Planning first reported a position in USPX in Q3 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold USPX as of Q1 2026.

  • Sequent Planning held 373,851 shares of Franklin US Equity Index ETF worth $21.3M as of Q1 2026.
  • Sequent Planning bought 50,573 Franklin US Equity Index ETF shares in Q1 2026, an estimated $3.01M.
  • Franklin US Equity Index ETF made up 5.14% of Sequent Planning's portfolio in Q1 2026, its #2 holding.
  • Sequent Planning first reported a position in Franklin US Equity Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.