ECA
PLDR

Elevation Capital Advisory’s Putnam Sustainable Leaders ETF PLDR Stock Holding History

Elevation Capital Advisory’s Portfolio PLDR Stock Details PLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,810
Closed -$230K – 70
2025
Q2 		$230K Buy
+6,810
New +$213K 0.09% 54

Other funds holding PLDR

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elevation Capital Advisory's PLDR Position: Q3 2025 in Review

Elevation Capital Advisory sold out of Putnam Sustainable Leaders ETF (PLDR) in Q3 2025, closing a stake of 6,810 shares — an estimated $230K sold.

Elevation Capital Advisory first reported a position in PLDR in Q2 2025 and held it in 1 quarter. The position peaked at $230K in Q2 2025. 8 funds tracked by Wall St. Rank hold PLDR as of Q3 2025.

  • Elevation Capital Advisory reported no remaining Putnam Sustainable Leaders ETF position as of Q3 2025 after selling out during the quarter.
  • Elevation Capital Advisory sold 6,810 Putnam Sustainable Leaders ETF shares in Q3 2025, an estimated $230K.
  • Elevation Capital Advisory first reported a position in Putnam Sustainable Leaders ETF in Q2 2025 and held it in 1 quarter.
  • Elevation Capital Advisory's Putnam Sustainable Leaders ETF position peaked at $230K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Putnam Sustainable Leaders ETF as of Q3 2025.

Based on Elevation Capital Advisory's 13F filing for Q3 2025, filed 30 Oct 2025.