WT Wealth Management’s Putnam ESG Ultra Short ETF PULT Stock Holding History

WT Wealth Management’s Portfolio PULT Stock Details PULT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,162	Closed	-$361K	–	114
2023 Q4	$361K	Buy	7,162 +77	+1%	+$3.87K	0.14%	88
2023 Q3	$356K	Buy	+7,085	New	+$355K	0.15%	88

Other funds holding PULT

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IPW

IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

PFA

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WT Wealth Management's PULT Position: Q1 2024 in Review

WT Wealth Management sold out of Putnam ESG Ultra Short ETF (PULT) in Q1 2024, closing a stake of 7,162 shares — an estimated $361K sold.

WT Wealth Management first reported a position in PULT in Q3 2023 and held it in 2 quarters. The position peaked at $361K in Q4 2023. 10 funds tracked by Wall St. Rank hold PULT as of Q1 2024.

WT Wealth Management reported no remaining Putnam ESG Ultra Short ETF position as of Q1 2024 after selling out during the quarter.
WT Wealth Management sold 7,162 Putnam ESG Ultra Short ETF shares in Q1 2024, an estimated $361K.
WT Wealth Management first reported a position in Putnam ESG Ultra Short ETF in Q3 2023 and held it in 2 quarters.
WT Wealth Management's Putnam ESG Ultra Short ETF position peaked at $361K in Q4 2023.
10 funds tracked by Wall St. Rank held Putnam ESG Ultra Short ETF as of Q1 2024.

Based on WT Wealth Management's 13F filing for Q1 2024, filed 21 Oct 2024.