Stewardship Advisors’s Putnam ESG High Yield ETF PHYD Stock Holding History

Stewardship Advisors’s Portfolio PHYD Stock Details PHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-36,822	Closed	-$1.88M	–	155
2024 Q4	$1.88M	Buy	+36,822	New	+$1.9M	0.52%	32

Other funds holding PHYD

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Stewardship Advisors's PHYD Position: Q1 2025 in Review

Stewardship Advisors sold out of Putnam ESG High Yield ETF (PHYD) in Q1 2025, closing a stake of 36,822 shares — an estimated $1.88M sold.

Stewardship Advisors first reported a position in PHYD in Q4 2024 and held it in 1 quarter. The position peaked at $1.88M in Q4 2024. 3 funds tracked by Wall St. Rank hold PHYD as of Q1 2025.

Stewardship Advisors reported no remaining Putnam ESG High Yield ETF position as of Q1 2025 after selling out during the quarter.
Stewardship Advisors sold 36,822 Putnam ESG High Yield ETF shares in Q1 2025, an estimated $1.88M.
Stewardship Advisors first reported a position in Putnam ESG High Yield ETF in Q4 2024 and held it in 1 quarter.
Stewardship Advisors's Putnam ESG High Yield ETF position peaked at $1.88M in Q4 2024.
3 funds tracked by Wall St. Rank held Putnam ESG High Yield ETF as of Q1 2025.

Based on Stewardship Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.