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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
Q2 		$26.8M Buy
409,988
+36,137
+10% +$2.29M 5.72% 2
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 $462B AUM 39.16% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sequent Planning's USPX Position: Q2 2026 in Review

Sequent Planning increased its Franklin US Equity Index ETF (USPX) stake by 9.7% in Q2 2026, buying an estimated $2.29M and bringing the position to 409,988 shares worth $26.8M. The position accounts for 5.72% of the portfolio, ranked #2.

Sequent Planning first reported a position in USPX in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold USPX as of Q2 2026.

  • Sequent Planning held 409,988 shares of Franklin US Equity Index ETF worth $26.8M as of Q2 2026.
  • Sequent Planning bought 36,137 Franklin US Equity Index ETF shares in Q2 2026, an estimated $2.29M.
  • Franklin US Equity Index ETF made up 5.72% of Sequent Planning's portfolio in Q2 2026, its #2 holding.
  • Sequent Planning first reported a position in Franklin US Equity Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.