Synergy Asset Management’s Putnam Sustainable Future ETF PFUT Stock Holding History

Synergy Asset Management’s Portfolio PFUT Stock Details PFUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,144	Closed	-$28.8K	–	629
2024 Q4	$28.8K	Buy	+1,144	New	+$29.3K	﹤0.01%	331

Other funds holding PFUT

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

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Synergy Asset Management's PFUT Position: Q1 2025 in Review

Synergy Asset Management sold out of Putnam Sustainable Future ETF (PFUT) in Q1 2025, closing a stake of 1,144 shares — an estimated $28.8K sold.

Synergy Asset Management first reported a position in PFUT in Q4 2024 and held it in 1 quarter. The position peaked at $28.8K in Q4 2024. 5 funds tracked by Wall St. Rank hold PFUT as of Q1 2025.

Synergy Asset Management reported no remaining Putnam Sustainable Future ETF position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 1,144 Putnam Sustainable Future ETF shares in Q1 2025, an estimated $28.8K.
Synergy Asset Management first reported a position in Putnam Sustainable Future ETF in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Putnam Sustainable Future ETF position peaked at $28.8K in Q4 2024.
5 funds tracked by Wall St. Rank held Putnam Sustainable Future ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.