Amplius Wealth Advisors, LLC - PUTNAM ETF TRUST ownership

PUTNAM ETF TRUST's ticker is PVAL and the CUSIP is 746729300. A total of 60 filers reported holding PUTNAM ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Amplius Wealth Advisors, LLC ownership history of PUTNAM ETF TRUST
ValueSharesWeighting
Q2 2024$49,538,932
-8.7%
1,364,729
-10.1%
5.51%
-9.4%
Q1 2024$54,268,309
+36.3%
1,518,844
+20.3%
6.08%
+26.4%
Q4 2023$39,813,216
-31.2%
1,262,454
-36.3%
4.81%
-38.0%
Q3 2023$57,907,530
-8.1%
1,981,099
-7.6%
7.76%
-8.6%
Q2 2023$63,016,282
+9.0%
2,144,731
+3.0%
8.49%
+2.4%
Q1 2023$57,820,010
+5.3%
2,083,191
+2.5%
8.29%
-5.4%
Q4 2022$54,933,7332,033,0398.77%
Other shareholders
PUTNAM ETF TRUST shareholders Q2 2024
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 1,981,099$57,907,5307.76%
Prosperity Financial Group, Inc. 285,231$8,337,2896.89%
WealthCare Investment Partners, LLC 44,754$1,289,8190.78%
U.S. Capital Wealth Advisors, LLC 423,776$12,386,9810.56%
SENTINEL PENSION ADVISORS INC. 14,497$423,7330.10%
Kestra Advisory Services, LLC 349,384$10,212,4940.10%
Stratos Wealth Advisors, LLC 41,945$1,226,0770.08%
Cetera Advisor Networks LLC 358,167$10,469,2210.07%
KESTRA PRIVATE WEALTH SERVICES, LLC 71,762$2,097,6030.07%
AdvisorNet Financial, Inc 14,666$428,6870.04%
View complete list of PUTNAM ETF TRUST shareholders