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 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Prosperity Financial Group's PGRO Position: Q1 2026 in Review

Prosperity Financial Group reduced its Putnam Focused Large Cap Growth ETF (PGRO) stake by 32% in Q1 2026, selling an estimated $1.8M and leaving 89,599 shares worth $3.61M. The position accounts for 1.33% of the portfolio, ranked #19.

Prosperity Financial Group first reported a position in PGRO in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.89M in Q3 2025. 18 funds tracked by Wall St. Rank hold PGRO as of Q1 2026.

Prosperity Financial Group held 89,599 shares of Putnam Focused Large Cap Growth ETF worth $3.61M as of Q1 2026.
Prosperity Financial Group sold 42,153 Putnam Focused Large Cap Growth ETF shares in Q1 2026, an estimated $1.8M.
Putnam Focused Large Cap Growth ETF made up 1.33% of Prosperity Financial Group's portfolio in Q1 2026, its #19 holding.
Prosperity Financial Group first reported a position in Putnam Focused Large Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
Prosperity Financial Group's Putnam Focused Large Cap Growth ETF position peaked at $5.89M in Q3 2025.
18 funds tracked by Wall St. Rank held Putnam Focused Large Cap Growth ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.