WealthCare Investment Partners’s Putnam Focused Large Cap Growth ETF PGRO Stock Holding History

WealthCare Investment Partners’s Portfolio PGRO Stock Details PGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$290K	Hold	6,095	–	–	0.07%	166
2026 Q1	$250K	Hold	6,095	–	–	0.07%	170
2025 Q4	$271K	Buy	6,095 +2	+0%	+$89	0.08%	156
2025 Q3	$272K	Hold	6,093	–	–	0.09%	147
2025 Q2	$252K	Sell	6,093 -1,500	-20%	-$55.4K	0.09%	138
2025 Q1	$244K	Hold	7,593	–	–	0.1%	130
2024 Q4	$293K	Sell	7,593 -581	-7%	-$22K	0.13%	115
2024 Q3	$291K	Sell	8,174 -500	-6%	-$17.4K	0.13%	112
2024 Q2	$308K	Sell	8,674 -886	-9%	-$29.3K	0.14%	104
2024 Q1	$313K	Hold	9,560	–	–	0.15%	102
2023 Q4	$274K	Hold	9,560	–	–	0.15%	104
2023 Q3	$242K	Hold	9,560	–	–	0.15%	101
2023 Q2	$251K	Sell	9,560 -875	-8%	-$21.1K	0.15%	97
2023 Q1	$239K	Hold	10,435	–	–	0.14%	107
2022 Q4	$209K	Buy	+10,435	New	+$215K	0.14%	110

Other funds holding PGRO

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthCare Investment Partners's PGRO Position: Q2 2026 in Review

WealthCare Investment Partners held its Putnam Focused Large Cap Growth ETF (PGRO) position steady in Q2 2026 at 6,095 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #166.

WealthCare Investment Partners first reported a position in PGRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $313K in Q1 2024. 23 funds tracked by Wall St. Rank hold PGRO as of Q2 2026.

WealthCare Investment Partners held 6,095 shares of Putnam Focused Large Cap Growth ETF worth $290K as of Q2 2026.
WealthCare Investment Partners left its Putnam Focused Large Cap Growth ETF share count unchanged in Q2 2026.
Putnam Focused Large Cap Growth ETF made up 0.07% of WealthCare Investment Partners's portfolio in Q2 2026, its #166 holding.
WealthCare Investment Partners first reported a position in Putnam Focused Large Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
WealthCare Investment Partners's Putnam Focused Large Cap Growth ETF position peaked at $313K in Q1 2024.
23 funds tracked by Wall St. Rank held Putnam Focused Large Cap Growth ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.