Putnam Investments’s Putnam ESG Ultra Short ETF PULT Stock Holding History

Putnam Investments’s Portfolio PULT Stock Details PULT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$99.6M	Buy	1,981,280 +52,446	+3%	+$2.63M	0.13%	122
2023 Q3	$96.9M	Sell	1,928,834 -471,256	-20%	-$23.6M	0.15%	114
2023 Q2	$121M	Sell	2,400,090 -14,332	-0.6%	-$718K	0.18%	115
2023 Q1	$121M	Buy	+2,414,422	New	+$121M	0.19%	113

Other funds holding PULT

IPW

IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Putnam Investments's PULT Position: Q4 2023 in Review

Putnam Investments increased its Putnam ESG Ultra Short ETF (PULT) stake by 2.7% in Q4 2023, buying an estimated $2.63M and bringing the position to 1,981,280 shares worth $99.6M. The position accounts for 0.13% of the portfolio, ranked #122.

Putnam Investments first reported a position in PULT in Q1 2023 and has held it in 4 quarters since. The position peaked at $121M in Q1 2023. 11 funds tracked by Wall St. Rank hold PULT as of Q4 2023.

Putnam Investments held 1,981,280 shares of Putnam ESG Ultra Short ETF worth $99.6M as of Q4 2023.
Putnam Investments bought 52,446 Putnam ESG Ultra Short ETF shares in Q4 2023, an estimated $2.63M.
Putnam ESG Ultra Short ETF made up 0.13% of Putnam Investments's portfolio in Q4 2023, its #122 holding.
Putnam Investments first reported a position in Putnam ESG Ultra Short ETF in Q1 2023 and has held it in 4 quarters since.
Putnam Investments's Putnam ESG Ultra Short ETF position peaked at $121M in Q1 2023.
11 funds tracked by Wall St. Rank held Putnam ESG Ultra Short ETF as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.