USPX — FRANKLIN TEMPLETON ETF TR

Ownership history in Sequent Planning LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in FRANKLIN TEMPLETON ETF TR (USPX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.92% (2025 Q4)
Avg. % of fund
4.78%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 323,278 +43,489 +15.5% 4.92% $19.3M $59.62
2025 Q3 INITIATED 279,789 — — 4.65% $16.4M $58.21
% of Fund (quarterly)    USPX price (monthly, adj. close)

Other funds also holding USPX

As of 2025 Q4 — sorted by position size

Sanctuary Advisors, LLC 0.65% FRANKLIN RESOURCES INC 3Y 7Y 0.17% Latitude Advisors, LLC 3Y 0.13% Atria Investments, Inc 3Y 7Y 0.05% Key FInancial Inc 3Y 0.02% GTS SECURITIES LLC 0.01% PARK AVENUE SECURITIES LLC 3Y 7Y 0.01% Bogart Wealth, LLC 3Y 7Y 0.01% ROTHSCHILD INVESTMENT LLC 0.0% Larson Financial Group LLC 3Y 7Y 0.0%
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