Osaic Holdings’s Putnam Focused U.S. Research ETF PFRX Stock Holding History

Osaic Holdings’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	$2.37M	Buy	+71,885	New	+$2.37M	﹤0.01%	2154

Other funds holding PFRX

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return

BFO

Boston Family Office Boston, Massachusetts $1.7B AUM 18.15% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Jag Capital Management St Louis, Missouri $1.07B AUM 59.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Osaic Holdings's PFRX Position: Q3 2026 in Review

Osaic Holdings opened a new position in Putnam Focused U.S. Research ETF (PFRX) in Q3 2026: 71,885 shares worth $2.37M. The stake represents ﹤0.01% of the portfolio and ranks #2154 among its holdings.

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

Osaic Holdings held 71,885 shares of Putnam Focused U.S. Research ETF worth $2.37M as of Q3 2026.
Putnam Focused U.S. Research ETF was a new Osaic Holdings position in Q3 2026.
Putnam Focused U.S. Research ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #2154 holding.
46 funds tracked by Wall St. Rank held Putnam Focused U.S. Research ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.