TAM
USPX icon

Tucker Asset Management’s Franklin US Equity Index ETF USPX Stock Holding History

Tucker Asset Management’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
2024
Q4 		– Sell
-457
Closed -$23K – 1591
2024
Q3 		$23K Hold
457
– – 0.01% 494
2024
Q2 		$21.8K Hold
457
– – ﹤0.01% 605
2024
Q1 		$21K Buy
+457
New +$19.9K ﹤0.01% 654

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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Tucker Asset Management's USPX Position: Q4 2024 in Review

Tucker Asset Management sold out of Franklin US Equity Index ETF (USPX) in Q4 2024, closing a stake of 457 shares — an estimated $23K sold.

Tucker Asset Management first reported a position in USPX in Q1 2024 and held it in 3 quarters. The position peaked at $23K in Q3 2024. 24 funds tracked by Wall St. Rank hold USPX as of Q4 2024.

  • Tucker Asset Management reported no remaining Franklin US Equity Index ETF position as of Q4 2024 after selling out during the quarter.
  • Tucker Asset Management sold 457 Franklin US Equity Index ETF shares in Q4 2024, an estimated $23K.
  • Tucker Asset Management first reported a position in Franklin US Equity Index ETF in Q1 2024 and held it in 3 quarters.
  • Tucker Asset Management's Franklin US Equity Index ETF position peaked at $23K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q4 2024.

Based on Tucker Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.