USPX β€” FRANKLIN TEMPLETON ETF TR

Ownership history in Latitude Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Latitude Advisors, LLC reported FRANKLIN TEMPLETON ETF TR (USPX) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.14% in 2024 Q4. The latest visible filing shows USPX at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Latitude Advisors, LLC's position in FRANKLIN TEMPLETON ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

USPX was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Latitude Advisors, LLC held USPX β€” position size vs. price
% of Fund (quarterly)    USPX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,956 +15 +0.3% 0.13% $296K 2026-02-14 (Est.) $59.36
2025 Q3 ADDED 4,941 +13 +0.3% 0.13% $289K 2025-10-31 $59.63
2025 Q2 ADDED 4,928 +11 +0.2% 0.13% $268K 2025-07-29 $55.29
2025 Q1 ADDED 4,917 +9 +0.2% 0.14% $241K 2025-04-28 $47.83
2024 Q4 INITIATED 4,908 β€” β€” 0.14% $252K 2025-01-29 $52.11

🏒 Other funds also holding USPX

As of 2026 Q1 β€” sorted by position size

PARK AVENUE SECURITIES LLC 3Y 7Y 0.01% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About Latitude Advisors, LLC and USPX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Latitude Advisors, LLC reported owning USPX?

Latitude Advisors, LLC reported USPX across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported USPX position in Latitude Advisors, LLC's portfolio?

The largest reported portfolio weight for USPX was 0.14% in 2024 Q4.

What is the latest reported USPX position on this page?

The most recent filing on this page is 2025 Q4, when Latitude Advisors, LLC reported 4,956 shares, equal to 0.13% of portfolio, with an estimated market value of $296K.

What does the chart on this USPX ownership page compare?

The chart compares Latitude Advisors, LLC's quarterly USPX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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