AssetMark Inc’s Putnam Focused U.S. Research ETF PFRX Stock Holding History

AssetMark Inc’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	$32.2K	Buy	+976	New	+$32.2K	﹤0.01%	2059

Other funds holding PFRX

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

AssetMark Inc's PFRX Position: Q3 2026 in Review

AssetMark Inc opened a new position in Putnam Focused U.S. Research ETF (PFRX) in Q3 2026: 976 shares worth $32.2K. The stake represents ﹤0.01% of the portfolio and ranks #2059 among its holdings.

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

AssetMark Inc held 976 shares of Putnam Focused U.S. Research ETF worth $32.2K as of Q3 2026.
Putnam Focused U.S. Research ETF was a new AssetMark Inc position in Q3 2026.
Putnam Focused U.S. Research ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2059 holding.
6 funds tracked by Wall St. Rank held Putnam Focused U.S. Research ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.