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Prosperity Financial Group’s Putnam Focused Large Cap Growth ETF PGRO Stock Holding History

Prosperity Financial Group’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
Q2 		$4.39M Buy
92,024
+2,425
+3% +$112K 1.36% 21
2026
Q1 		$3.61M Sell
89,599
-42,153
-32% -$1.8M 1.33% 19
2025
Q4 		$5.88M Sell
131,752
-677
-0.5% -$30.3K 2.12% 9
2025
Q3 		$5.89M Buy
132,429
+5,163
+4% +$220K 2.15% 6
2025
Q2 		$5.23M Buy
127,266
+3,134
+3% +$116K 2.22% 7
2025
Q1 		$4.3M Buy
124,132
+7,835
+7% +$298K 2.14% 7
2024
Q4 		$4.51M Buy
116,297
+4,108
+4% +$155K 2.25% 7
2024
Q3 		$4.05M Sell
112,189
-4,747
-4% -$165K 2.27% 8
2024
Q2 		$4.15M Buy
116,936
+4,080
+4% +$135K 2.62% 8
2024
Q1 		$3.69M Buy
112,856
+80,073
+244% +$2.49M 2.28% 11
2023
Q4 		$950K Buy
32,783
+16,774
+105% +$452K 0.66% 38
2023
Q3 		$401K Buy
+16,009
New +$417K 0.33% 69

Other funds holding PGRO

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Prosperity Financial Group's PGRO Position: Q2 2026 in Review

Prosperity Financial Group increased its Putnam Focused Large Cap Growth ETF (PGRO) stake by 2.7% in Q2 2026, buying an estimated $112K and bringing the position to 92,024 shares worth $4.39M. The position accounts for 1.36% of the portfolio, ranked #21.

Prosperity Financial Group first reported a position in PGRO in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.89M in Q3 2025. 23 funds tracked by Wall St. Rank hold PGRO as of Q2 2026.

  • Prosperity Financial Group held 92,024 shares of Putnam Focused Large Cap Growth ETF worth $4.39M as of Q2 2026.
  • Prosperity Financial Group bought 2,425 Putnam Focused Large Cap Growth ETF shares in Q2 2026, an estimated $112K.
  • Putnam Focused Large Cap Growth ETF made up 1.36% of Prosperity Financial Group's portfolio in Q2 2026, its #21 holding.
  • Prosperity Financial Group first reported a position in Putnam Focused Large Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Prosperity Financial Group's Putnam Focused Large Cap Growth ETF position peaked at $5.89M in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Putnam Focused Large Cap Growth ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.