SP
PGRO icon

Sequent Planning’s Putnam Focused Large Cap Growth ETF PGRO Stock Holding History

Sequent Planning’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 		$4.09M Buy
101,539
+23,021
+29% +$985K 0.99% 23
2025
Q4 		$3.51M Buy
78,518
+20,342
+35% +$910K 0.89% 28
2025
Q3 		$2.59M Buy
+58,176
New +$2.48M 0.73% 36

Other funds holding PGRO

Cetera Investment Advisers
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
LPL Financial
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
P
&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

Sequent Planning's PGRO Position: Q1 2026 in Review

Sequent Planning increased its Putnam Focused Large Cap Growth ETF (PGRO) stake by 29% in Q1 2026, buying an estimated $985K and bringing the position to 101,539 shares worth $4.09M. The position accounts for 0.99% of the portfolio, ranked #23.

Sequent Planning first reported a position in PGRO in Q3 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold PGRO as of Q1 2026.

  • Sequent Planning held 101,539 shares of Putnam Focused Large Cap Growth ETF worth $4.09M as of Q1 2026.
  • Sequent Planning bought 23,021 Putnam Focused Large Cap Growth ETF shares in Q1 2026, an estimated $985K.
  • Putnam Focused Large Cap Growth ETF made up 0.99% of Sequent Planning's portfolio in Q1 2026, its #23 holding.
  • Sequent Planning first reported a position in Putnam Focused Large Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Putnam Focused Large Cap Growth ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.