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Putnam Etf Trust shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Putnam Etf Trust (FTMS) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Putnam Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Putnam Etf Trust held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Putnam Etf Trust by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 101k 9.93

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Top funds holding Putnam Etf Trust

Wealth Enhancement Advisory Services
Cetera Investment Advisers
Goss Wealth Management
LPL Financial
Investmark Advisory Group
Mariner Wealth Advisors
Concurrent Investment Advisors
Stonebridge Financial Group, LLC / MO
Merit Financial Group
Westside Investment Management
Mutual Advisors
Balboa Wealth Partners
Fiduciary Trust Company
BEAM Asset Management
GGM Financials

View all funds holding Putnam Etf Trust