Wealthcare Advisory Partners LLC FTNY β€” PUTNAM ETF TRUST

Ownership history in Wealthcare Advisory Partners LLC  Β·  2 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported PUTNAM ETF TRUST (FTNY) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows FTNY at 0.00% 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 FTNY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthcare Advisory Partners 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 Q2

FTNY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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 Wealthcare Advisory Partners LLC held FTNY β€” position size vs. price
% of Fund (quarterly)    FTNY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 16,140 +850 +5.6% 0.00% $129K 2026-07-09 $7.90
2026 Q1 INITIATED β€” β€” β€” 15,290 β€” β€” 0.00% $119K 2026-04-14 $7.81

🏒 Other funds also holding FTNY

As of 2026 Q2 β€” sorted by position size

Hennion & Walsh Asset Management, Inc. 3Y 0.04% SeaCrest Wealth Management, LLC 3Y 7Y 0.03%

FAQ About Wealthcare Advisory Partners LLC and FTNY

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

How long has Wealthcare Advisory Partners LLC reported owning FTNY?

Wealthcare Advisory Partners LLC reported FTNY across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported FTNY position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for FTNY was 0.00% in 2026 Q2.

What is the latest reported FTNY position on this page?

The most recent filing on this page is 2026 Q2, when Wealthcare Advisory Partners LLC reported 16,140 shares, equal to 0.00% of portfolio, with an estimated market value of $129K.

What does the chart on this FTNY ownership page compare?

The chart compares Wealthcare Advisory Partners LLC's quarterly FTNY 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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