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 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NLP

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

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

WealthCare Investment Partners's PGRO Position: Q1 2026 in Review

WealthCare Investment Partners held its Putnam Focused Large Cap Growth ETF (PGRO) position steady in Q1 2026 at 6,095 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #170.

WealthCare Investment Partners first reported a position in PGRO in Q4 2022 and has held it in 14 quarters since. The position peaked at $313K in Q1 2024. 18 funds tracked by Wall St. Rank hold PGRO as of Q1 2026.

WealthCare Investment Partners held 6,095 shares of Putnam Focused Large Cap Growth ETF worth $250K as of Q1 2026.
WealthCare Investment Partners left its Putnam Focused Large Cap Growth ETF share count unchanged in Q1 2026.
Putnam Focused Large Cap Growth ETF made up 0.07% of WealthCare Investment Partners's portfolio in Q1 2026, its #170 holding.
WealthCare Investment Partners first reported a position in Putnam Focused Large Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
WealthCare Investment Partners's Putnam Focused Large Cap Growth ETF position peaked at $313K in Q1 2024.
18 funds tracked by Wall St. Rank held Putnam Focused Large Cap Growth ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.