Kestra Advisory Services’s Putnam Focused U.S. Research ETF PFRX Stock Holding History

Kestra Advisory Services’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	$412K	Buy	+12,470	New	+$412K	﹤0.01%	2677

Other funds holding PFRX

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

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

PFA

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

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

StackStone Wealth Dubuque, Iowa $1.01B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Strategic Advocates Logan, Utah $25.9M AUM 23.37% 1-Year Est. Return

Advocate Investing Services Woodbine, Maryland $128M AUM 17.45% 1-Year Est. Return

Kestra Advisory Services's PFRX Position: Q3 2026 in Review

Kestra Advisory Services opened a new position in Putnam Focused U.S. Research ETF (PFRX) in Q3 2026: 12,470 shares worth $412K. The stake represents ﹤0.01% of the portfolio and ranks #2677 among its holdings.

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

Kestra Advisory Services held 12,470 shares of Putnam Focused U.S. Research ETF worth $412K as of Q3 2026.
Putnam Focused U.S. Research ETF was a new Kestra Advisory Services position in Q3 2026.
Putnam Focused U.S. Research ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2677 holding.
19 funds tracked by Wall St. Rank held Putnam Focused U.S. Research ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.