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 Q3	$4.27M	Sell	88,909 -3,115	-3%	-$146K	1.26%	22
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

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

PFA

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

WealthCare Investment Partners Portsmouth, Rhode Island $422M AUM 16.22% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prosperity Financial Group's PGRO Position: Q3 2026 in Review

Prosperity Financial Group reduced its Putnam Focused Large Cap Growth ETF (PGRO) stake by 3.4% in Q3 2026, selling an estimated $146K and leaving 88,909 shares worth $4.27M. The position accounts for 1.26% of the portfolio, ranked #22.

Prosperity Financial Group first reported a position in PGRO in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.89M in Q3 2025. 9 funds tracked by Wall St. Rank hold PGRO as of Q3 2026.

Prosperity Financial Group held 88,909 shares of Putnam Focused Large Cap Growth ETF worth $4.27M as of Q3 2026.
Prosperity Financial Group sold 3,115 Putnam Focused Large Cap Growth ETF shares in Q3 2026, an estimated $146K.
Putnam Focused Large Cap Growth ETF made up 1.26% of Prosperity Financial Group's portfolio in Q3 2026, its #22 holding.
Prosperity Financial Group first reported a position in Putnam Focused Large Cap Growth ETF in Q3 2023 and has held it in 13 quarters since.
Prosperity Financial Group's Putnam Focused Large Cap Growth ETF position peaked at $5.89M in Q3 2025.
9 funds tracked by Wall St. Rank held Putnam Focused Large Cap Growth ETF as of Q3 2026.

Based on Prosperity Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.