PGRO β€” PUTNAM ETF TRUST

Ownership history in SMITH, MOORE & CO.  Β·  2 quarters on record

AI Ownership Summary

SMITH, MOORE & CO. reported PUTNAM ETF TRUST (PGRO) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows PGRO at 0.03% 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 SMITH, MOORE & CO.'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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q4

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 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 SMITH, MOORE & CO. held PGRO β€” position size vs. price
% of Fund (quarterly)    PGRO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 7,609 +1,017 +15.4% 0.03% $340K 2026-02-14 (Est.) $42.46
2025 Q3 INITIATED 6,592 β€” β€” 0.02% $293K 2025-11-12 $45.47

FAQ About SMITH, MOORE & CO. and PGRO

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

How long has SMITH, MOORE & CO. reported owning PGRO?

SMITH, MOORE & CO. reported PGRO across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported PGRO position in SMITH, MOORE & CO.'s portfolio?

The largest reported portfolio weight for PGRO was 0.03% in 2025 Q4.

What is the latest reported PGRO position on this page?

The most recent filing on this page is 2025 Q4, when SMITH, MOORE & CO. reported 7,609 shares, equal to 0.03% of portfolio, with an estimated market value of $340K.

What does the chart on this PGRO ownership page compare?

The chart compares SMITH, MOORE & CO.'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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