LexAurum Advisors, LLC PULT β€” PUTNAM ETF TRUST

Ownership history in LexAurum Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

LexAurum Advisors, LLC reported PUTNAM ETF TRUST (PULT) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.15% in 2024 Q3. The latest visible filing shows PULT at 0.09% 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 PULT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LexAurum 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
2026 Q1

PULT was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

PULT stock page LexAurum Advisors, LLC fund profile LexAurum Advisors, LLC full holdings
How LexAurum Advisors, LLC held PULT β€” position size vs. price
% of Fund (quarterly)    PULT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 13,375 -1,015 -7.1% 0.09% $675K 2026-04-13 $50.37
2025 Q3 ADDED β€” β€” β€” 14,390 +1,652 +13.0% 0.10% $731K 2025-11-06 $49.60
2025 Q2 ADDED β€” β€” β€” 12,738 +78 +0.6% 0.10% $646K 2025-07-17 $48.86
2025 Q1 REDUCED 11.1% +1.2% ❌ 12,660 -1,575 -11.1% 0.12% $641K 2025-04-14 $48.14
2024 Q4 ADDED β€” β€” β€” 14,235 +1,195 +9.2% 0.14% $718K 2025-01-21 $47.71
2024 Q3 INITIATED β€” β€” β€” 13,040 β€” β€” 0.15% $662K 2024-10-17 $47.16

🏒 Other funds also holding PULT

As of 2026 Q1 β€” sorted by position size

Professional Financial Advisors, LLC 3Y 0.06% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About LexAurum Advisors, LLC and PULT

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

How long has LexAurum Advisors, LLC reported owning PULT?

LexAurum Advisors, LLC reported PULT across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported PULT position in LexAurum Advisors, LLC's portfolio?

The largest reported portfolio weight for PULT was 0.15% in 2024 Q3.

What is the latest reported PULT position on this page?

The most recent filing on this page is 2026 Q1, when LexAurum Advisors, LLC reported 13,375 shares, equal to 0.09% of portfolio, with an estimated market value of $675K.

What does the chart on this PULT ownership page compare?

The chart compares LexAurum Advisors, LLC's quarterly PULT 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.

How well did LexAurum Advisors, LLC time their PULT position?

Based on 13F filing dates vs. subsequent PULT price moves, LexAurum Advisors, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on PULT relative to SPY over the holding period was -7.5%.

← Back to LexAurum Advisors, LLC Holdings