&PARTNERS PGRO PUTNAM ETF TRUST

Ownership history in &PARTNERS  ·  3 quarters on record

AI Ownership Summary

&PARTNERS reported PUTNAM ETF TRUST (PGRO) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 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 &PARTNERS'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

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

High-water mark
Peak Conviction
0.01% in 2026 Q1

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

Time in book
Holding Window
2025 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.

How &PARTNERS held PGRO — position size vs. price
% of Fund (quarterly)    PGRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 49,144 +43,192 +725.7% 0.01% $2.0M 2026-05-15 $47.64
2025 Q4 REDUCED 9.0% -9.8% 5,952 -592 -9.0% 0.00% $299K 2026-02-17 $42.57
2025 Q3 INITIATED 6,544 0.00% $288K 2025-11-14 $44.45

FAQ About &PARTNERS and PGRO

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

How long has &PARTNERS reported owning PGRO?

&PARTNERS reported PGRO across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported PGRO position in &PARTNERS's portfolio?

The largest reported portfolio weight for PGRO was 0.01% in 2026 Q1.

What is the latest reported PGRO position on this page?

The most recent filing on this page is 2026 Q1, when &PARTNERS reported 49,144 shares, equal to 0.01% of portfolio, with an estimated market value of $2.0M.

What does the chart on this PGRO ownership page compare?

The chart compares &PARTNERS'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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