PGRO — PUTNAM ETF TRUST

Ownership history in Sequent Planning LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in PUTNAM ETF TRUST (PGRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.89% (2025 Q4)
Avg. % of fund
0.81%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 78,518 +20,342 +35.0% 0.89% $3.5M $44.65
2025 Q3 INITIATED 58,176 — — 0.73% $2.6M $44.44
% of Fund (quarterly)    PGRO price (monthly, adj. close)

Other funds also holding PGRO

As of 2025 Q4 — sorted by position size

Prosperity Financial Group, Inc. 2.12% Next Level Private LLC 3Y 0.97% Professional Financial Advisors, LLC 3Y 0.68% WealthCare Investment Partners, LLC 3Y 0.08% BENJAMIN EDWARDS INC 3Y 0.05% MGO ONE SEVEN LLC 3Y 7Y 0.03% SMITH, MOORE & CO. 3Y 7Y 0.03% Cetera Investment Advisers 3Y 7Y 0.02% Aptus Capital Advisors, LLC 3Y 7Y 0.01% World Investment Advisors 3Y 7Y 0.01%
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