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Elevation Capital Advisory’s Putnam Focused Large Cap Growth ETF PGRO Stock Holding History

Elevation Capital Advisory’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
2025
Q2 		– Sell
-7,295
Closed -$252K – 69
2025
Q1 		$252K Sell
7,295
-374
-5% -$14.2K 0.11% 54
2024
Q4 		$297K Buy
+7,669
New +$290K 0.13% 46

Other funds holding PGRO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Elevation Capital Advisory's PGRO Position: Q2 2025 in Review

Elevation Capital Advisory sold out of Putnam Focused Large Cap Growth ETF (PGRO) in Q2 2025, closing a stake of 7,295 shares — an estimated $252K sold.

Elevation Capital Advisory first reported a position in PGRO in Q4 2024 and held it in 2 quarters. The position peaked at $297K in Q4 2024. 16 funds tracked by Wall St. Rank hold PGRO as of Q2 2025.

  • Elevation Capital Advisory reported no remaining Putnam Focused Large Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Elevation Capital Advisory sold 7,295 Putnam Focused Large Cap Growth ETF shares in Q2 2025, an estimated $252K.
  • Elevation Capital Advisory first reported a position in Putnam Focused Large Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Elevation Capital Advisory's Putnam Focused Large Cap Growth ETF position peaked at $297K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Putnam Focused Large Cap Growth ETF as of Q2 2025.

Based on Elevation Capital Advisory's 13F filing for Q2 2025, filed 29 Jul 2025.