StackStone Wealth’s Putnam Focused U.S. Research ETF PFRX Stock Holding History

StackStone Wealth’s Portfolio PFRX Stock Details PFRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$290K	Buy	+8,774	New	+$290K	0.03%	286

Other funds holding PFRX

PFA

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

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Advocate Investing Services Woodbine, Maryland $128M AUM 17.45% 1-Year Est. Return

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

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return

StackStone Wealth's PFRX Position: Q3 2026 in Review

StackStone Wealth opened a new position in Putnam Focused U.S. Research ETF (PFRX) in Q3 2026: 8,774 shares worth $290K. The stake represents 0.03% of the portfolio and ranks #286 among its holdings.

12 funds tracked by Wall St. Rank hold PFRX as of Q3 2026.

StackStone Wealth held 8,774 shares of Putnam Focused U.S. Research ETF worth $290K as of Q3 2026.
Putnam Focused U.S. Research ETF was a new StackStone Wealth position in Q3 2026.
Putnam Focused U.S. Research ETF made up 0.03% of StackStone Wealth's portfolio in Q3 2026, its #286 holding.
12 funds tracked by Wall St. Rank held Putnam Focused U.S. Research ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.