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
Q2 		$5.68M Buy
119,206
+17,667
+17% +$816K 1.21% 16
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

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 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

Sequent Planning's PGRO Position: Q2 2026 in Review

Sequent Planning increased its Putnam Focused Large Cap Growth ETF (PGRO) stake by 17% in Q2 2026, buying an estimated $816K and bringing the position to 119,206 shares worth $5.68M. The position accounts for 1.21% of the portfolio, ranked #16.

Sequent Planning first reported a position in PGRO in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold PGRO as of Q2 2026.

  • Sequent Planning held 119,206 shares of Putnam Focused Large Cap Growth ETF worth $5.68M as of Q2 2026.
  • Sequent Planning bought 17,667 Putnam Focused Large Cap Growth ETF shares in Q2 2026, an estimated $816K.
  • Putnam Focused Large Cap Growth ETF made up 1.21% of Sequent Planning's portfolio in Q2 2026, its #16 holding.
  • Sequent Planning first reported a position in Putnam Focused Large Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held Putnam Focused Large Cap Growth ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.