Belpointe Asset Management’s Putnam Focused Large Cap Growth ETF PGRO Stock Holding History

Belpointe Asset Management’s Portfolio PGRO Stock Details PGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-335	Closed	-$7.68K	–	2554
2023 Q1	$7.68K	Hold	335	–	–	﹤0.01%	2850
2022 Q4	$6.7K	Buy	+335	New	+$6.91K	﹤0.01%	2812

Other funds holding PGRO

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Belpointe Asset Management's PGRO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Putnam Focused Large Cap Growth ETF (PGRO) in Q2 2023, closing a stake of 335 shares — an estimated $7.68K sold.

Belpointe Asset Management first reported a position in PGRO in Q4 2022 and held it in 2 quarters. The position peaked at $7.68K in Q1 2023. 5 funds tracked by Wall St. Rank hold PGRO as of Q2 2023.

Belpointe Asset Management reported no remaining Putnam Focused Large Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 335 Putnam Focused Large Cap Growth ETF shares in Q2 2023, an estimated $7.68K.
Belpointe Asset Management first reported a position in Putnam Focused Large Cap Growth ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Putnam Focused Large Cap Growth ETF position peaked at $7.68K in Q1 2023.
5 funds tracked by Wall St. Rank held Putnam Focused Large Cap Growth ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.