UBS Group’s Putnam Focused U.S. Research ETF PFRX Stock Holding History

UBS Group’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	$555K	Buy	+16,826	New	+$555K	﹤0.01%	6118

Other funds holding PFRX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Jag Capital Management St Louis, Missouri $1.07B AUM 59.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

PFA

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

UBS Group's PFRX Position: Q3 2026 in Review

UBS Group opened a new position in Putnam Focused U.S. Research ETF (PFRX) in Q3 2026: 16,826 shares worth $555K. The stake represents ﹤0.01% of the portfolio and ranks #6118 among its holdings.

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

UBS Group held 16,826 shares of Putnam Focused U.S. Research ETF worth $555K as of Q3 2026.
Putnam Focused U.S. Research ETF was a new UBS Group position in Q3 2026.
Putnam Focused U.S. Research ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #6118 holding.
36 funds tracked by Wall St. Rank held Putnam Focused U.S. Research ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.