SPIA
PULT

Steward Partners Investment Advisory’s Putnam ESG Ultra Short ETF PULT Stock Holding History

Steward Partners Investment Advisory’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
2024
Q1 		– Sell
-79
Closed -$3.97K – 3650
2023
Q4 		$3.97K Hold
79
– – ﹤0.01% 3043
2023
Q3 		$3.97K Buy
+79
New +$3.96K ﹤0.01% 2902

Other funds holding PULT

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's PULT Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Putnam ESG Ultra Short ETF (PULT) in Q1 2024, closing a stake of 79 shares — an estimated $3.97K sold.

Steward Partners Investment Advisory first reported a position in PULT in Q3 2023 and held it in 2 quarters. The position peaked at $3.97K in Q4 2023. 10 funds tracked by Wall St. Rank hold PULT as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Putnam ESG Ultra Short ETF position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 79 Putnam ESG Ultra Short ETF shares in Q1 2024, an estimated $3.97K.
  • Steward Partners Investment Advisory first reported a position in Putnam ESG Ultra Short ETF in Q3 2023 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Putnam ESG Ultra Short ETF position peaked at $3.97K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Putnam ESG Ultra Short ETF as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.