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Cetera Advisor Networks’s Putnam Focused Large Cap Growth ETF PGRO Stock Holding History

Cetera Advisor Networks’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
Q4 		– Sell
-207,590
Closed -$5.2M – 2850
2023
Q3 		$5.2M Buy
+207,590
New +$5.41M 0.03% 505

Other funds holding PGRO

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
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
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Cetera Advisor Networks's PGRO Position: Q4 2023 in Review

Cetera Advisor Networks sold out of Putnam Focused Large Cap Growth ETF (PGRO) in Q4 2023, closing a stake of 207,590 shares — an estimated $5.2M sold.

Cetera Advisor Networks first reported a position in PGRO in Q3 2023 and held it in 1 quarter. The position peaked at $5.2M in Q3 2023. 9 funds tracked by Wall St. Rank hold PGRO as of Q4 2023.

  • Cetera Advisor Networks reported no remaining Putnam Focused Large Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Cetera Advisor Networks sold 207,590 Putnam Focused Large Cap Growth ETF shares in Q4 2023, an estimated $5.2M.
  • Cetera Advisor Networks first reported a position in Putnam Focused Large Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • Cetera Advisor Networks's Putnam Focused Large Cap Growth ETF position peaked at $5.2M in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Putnam Focused Large Cap Growth ETF as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.