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World Investment Advisors’s Putnam Focused Large Cap Growth ETF PGRO Stock Holding History

World Investment Advisors’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 		$247K Sell
6,122
-172
-3% -$7.36K ﹤0.01% 1369
2025
Q4 		$281K Sell
6,294
-350
-5% -$15.7K ﹤0.01% 1216
2025
Q3 		$295K Buy
6,644
+1,350
+26% +$57.5K 0.01% 988
2025
Q2 		$218K Buy
+5,294
New +$196K ﹤0.01% 1054

Other funds holding PGRO

Cetera Investment Advisers
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
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
HighTower Advisors
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
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
P
&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

World Investment Advisors's PGRO Position: Q1 2026 in Review

World Investment Advisors reduced its Putnam Focused Large Cap Growth ETF (PGRO) stake by 2.7% in Q1 2026, selling an estimated $7.36K and leaving 6,122 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

World Investment Advisors first reported a position in PGRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $295K in Q3 2025. 18 funds tracked by Wall St. Rank hold PGRO as of Q1 2026.

  • World Investment Advisors held 6,122 shares of Putnam Focused Large Cap Growth ETF worth $247K as of Q1 2026.
  • World Investment Advisors sold 172 Putnam Focused Large Cap Growth ETF shares in Q1 2026, an estimated $7.36K.
  • Putnam Focused Large Cap Growth ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q1 2026, its #1369 holding.
  • World Investment Advisors first reported a position in Putnam Focused Large Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • World Investment Advisors's Putnam Focused Large Cap Growth ETF position peaked at $295K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Putnam Focused Large Cap Growth ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.