Latitude Advisors’s Putnam Focused U.S. Research ETF PFRX Stock Holding History

Latitude Advisors’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	$6.17K	Buy	+187	New	+$6.17K	﹤0.01%	983

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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

Latitude Advisors's PFRX Position: Q3 2026 in Review

Latitude Advisors opened a new position in Putnam Focused U.S. Research ETF (PFRX) in Q3 2026: 187 shares worth $6.17K. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings.

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

Latitude Advisors held 187 shares of Putnam Focused U.S. Research ETF worth $6.17K as of Q3 2026.
Putnam Focused U.S. Research ETF was a new Latitude Advisors position in Q3 2026.
Putnam Focused U.S. Research ETF made up ﹤0.01% of Latitude Advisors's portfolio in Q3 2026, its #983 holding.
19 funds tracked by Wall St. Rank held Putnam Focused U.S. Research ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.