PGRO β€” PUTNAM ETF TRUST

Ownership history in Aptus Capital Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

Aptus Capital Advisors, LLC reported PUTNAM ETF TRUST (PGRO) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows PGRO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PGRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aptus Capital Advisors, LLC's position in PUTNAM ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PGRO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aptus Capital Advisors, LLC held PGRO β€” position size vs. price
% of Fund (quarterly)    PGRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 21,520 +4 +0.0% 0.01% $961K 2026-02-14 (Est.) $42.46
2025 Q3 UNCHANGED 21,516 β€” 0% 0.01% $956K 2025-11-12 $45.47
2025 Q2 UNCHANGED 21,516 β€” 0% 0.01% $884K 2025-08-11 $42.47
2025 Q1 INITIATED 21,516 β€” β€” 0.01% $745K 2025-05-13 $38.34

🏒 Other funds also holding PGRO

As of 2026 Q1 β€” sorted by position size

Professional Financial Advisors, LLC 3Y 0.61% WealthCare Investment Partners, LLC 3Y 0.07%

FAQ About Aptus Capital Advisors, LLC and PGRO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aptus Capital Advisors, LLC reported owning PGRO?

Aptus Capital Advisors, LLC reported PGRO across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported PGRO position in Aptus Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for PGRO was 0.01% in 2025 Q1.

What is the latest reported PGRO position on this page?

The most recent filing on this page is 2025 Q4, when Aptus Capital Advisors, LLC reported 21,520 shares, equal to 0.01% of portfolio, with an estimated market value of $961K.

What does the chart on this PGRO ownership page compare?

The chart compares Aptus Capital Advisors, LLC's quarterly PGRO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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