Cerity Partners’s Putnam Focused U.S. Research ETF PFRX Stock Holding History

Cerity Partners’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	$804K	Buy	+24,347	New	+$804K	﹤0.01%	2156

Other funds holding PFRX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BFO

Boston Family Office Boston, Massachusetts $1.7B AUM 18.15% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cerity Partners's PFRX Position: Q3 2026 in Review

Cerity Partners opened a new position in Putnam Focused U.S. Research ETF (PFRX) in Q3 2026: 24,347 shares worth $804K. The stake represents ﹤0.01% of the portfolio and ranks #2156 among its holdings.

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

Cerity Partners held 24,347 shares of Putnam Focused U.S. Research ETF worth $804K as of Q3 2026.
Putnam Focused U.S. Research ETF was a new Cerity Partners position in Q3 2026.
Putnam Focused U.S. Research ETF made up ﹤0.01% of Cerity Partners's portfolio in Q3 2026, its #2156 holding.
55 funds tracked by Wall St. Rank held Putnam Focused U.S. Research ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.