Excelsior Advisor Network’s Putnam Focused Large Cap Growth ETF PGRO Stock Holding History

Excelsior Advisor Network’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
2026 Q3	$345K	Buy	+7,183	New	+$336K	0.02%	463

Other funds holding PGRO

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Smith, Moore & Co Clayton, Missouri $1.55B AUM 16.43% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Excelsior Advisor Network's PGRO Position: Q3 2026 in Review

Excelsior Advisor Network opened a new position in Putnam Focused Large Cap Growth ETF (PGRO) in Q3 2026: 7,183 shares worth $345K. The stake represents 0.02% of the portfolio and ranks #463 among its holdings.

16 funds tracked by Wall St. Rank hold PGRO as of Q3 2026.

Excelsior Advisor Network held 7,183 shares of Putnam Focused Large Cap Growth ETF worth $345K as of Q3 2026.
Putnam Focused Large Cap Growth ETF was a new Excelsior Advisor Network position in Q3 2026.
Putnam Focused Large Cap Growth ETF made up 0.02% of Excelsior Advisor Network's portfolio in Q3 2026, its #463 holding.
16 funds tracked by Wall St. Rank held Putnam Focused Large Cap Growth ETF as of Q3 2026.

Based on Excelsior Advisor Network's 13F filing for Q3 2026, filed 13 Nov 2026.