PUTNAM ETF TRUST's ticker is PVAL and the CUSIP is 746729300.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,000 | -87.6% | 2,358 | -87.6% | 0.00% | – |
| Q2 2023 | $558,000 | +109.0% | 19,001 | +92.5% | 0.00% | – |
| Q4 2022 | $267,000 | +352.5% | 9,872 | +302.6% | 0.00% | – |
| Q3 2022 | $59,000 | -48.2% | 2,452 | -47.5% | 0.00% | – |
| Q2 2022 | $114,000 | -51.5% | 4,671 | -44.6% | 0.00% | – |
| Q4 2021 | $235,000 | – | 8,429 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 2,083,191 | $57,820,010 | 8.29% |
| Prosperity Financial Group, Inc. | 210,479 | $5,841,958 | 5.91% |
| WealthCare Investment Partners, LLC | 54,601 | $1,515,469 | 0.92% |
| U.S. Capital Wealth Advisors, LLC | 440,095 | $12,215,063 | 0.56% |
| Stratos Wealth Advisors, LLC | 181,662 | $5,042,123 | 0.39% |
| TRANSCEND CAPITAL ADVISORS, LLC | 64,508 | $1,790,464 | 0.19% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 62,440 | $1,733,056 | 0.07% |
| Cetera Advisor Networks LLC | 319,335 | $8,863,303 | 0.06% |
| AdvisorNet Financial, Inc | 20,951 | $581,501 | 0.05% |
| Atria Investments, Inc | 60,338 | $1,674,711 | 0.03% |