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

Uniting Wealth Partners’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	$231K	Buy	+6,998	New	+$231K	0.05%	193

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

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

Jag Capital Management St Louis, Missouri $1.07B AUM 59.03% 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

Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return

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

StackStone Wealth Dubuque, Iowa $1.01B AUM

Uniting Wealth Partners's PFRX Position: Q3 2026 in Review

Uniting Wealth Partners opened a new position in Putnam Focused U.S. Research ETF (PFRX) in Q3 2026: 6,998 shares worth $231K. The stake represents 0.05% of the portfolio and ranks #193 among its holdings.

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

Uniting Wealth Partners held 6,998 shares of Putnam Focused U.S. Research ETF worth $231K as of Q3 2026.
Putnam Focused U.S. Research ETF was a new Uniting Wealth Partners position in Q3 2026.
Putnam Focused U.S. Research ETF made up 0.05% of Uniting Wealth Partners's portfolio in Q3 2026, its #193 holding.
29 funds tracked by Wall St. Rank held Putnam Focused U.S. Research ETF as of Q3 2026.

Based on Uniting Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.