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PGRO PUTNAM ETF TRUST

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FOCSD LARCP GWT (fund)

13 managers (13 13F filers) reported a position in PGRO shares at 2024-12-31, 1,431,831 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
13
13F filers
13
New
4
Added
3
Reduced
5
Sold out
1
Shares held by filers
1,431,831

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FRANKLIN RESOURCES INCin group Franklin Resources784,000$30.4M0.01%-1,00013F-HRTimelineGroup
LPL Financial LLC191,670$7.43M<0.01%-11,28713F-HRTimeline
Cetera Investment Advisers149,203$5.79M0.01%+42,60713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…116,297$4.51M2.26%+4,10813F-HRTimelineGroup
Professional Financial Advisors, LLC71,052$2.76M0.71%-75713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC40,146$1.56M0.02%+11,74713F-HRTimelineGroup
Janney Montgomery Scott LLC40,087$1.55M<0.01%-2,23813F-HRTimeline
Next Level Private LLC16,294$632K0.25%new13F-HRTimeline
GeoWealth Management, LLC7,669$297K0.01%new13F-HRTimeline
Elevation Capital Advisory, LLC7,669$297K0.13%new13F-HRTimeline
WealthCare Investment Partners, LLC7,593$293K0.13%-58113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/151$5.86K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.