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STACKSTONE WEALTH, LLC’s Putnam Focused U.S. Research ETF PFRX Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio PFRX Stock Details PFRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$290K Buy
+8,774
New +$290K 0.03% 286

Other funds holding PFRX

PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

STACKSTONE WEALTH, LLC's PFRX Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Putnam Focused U.S. Research ETF (PFRX) in Q3 2026: 8,774 shares worth $290K. The stake represents 0.03% of the portfolio and ranks #286 among its holdings.

5 funds tracked by Wall St. Rank hold PFRX as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 8,774 shares of Putnam Focused U.S. Research ETF worth $290K as of Q3 2026.
  • Putnam Focused U.S. Research ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • Putnam Focused U.S. Research ETF made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #286 holding.
  • 5 funds tracked by Wall St. Rank held Putnam Focused U.S. Research ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.