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Putnam Etf Trust shares owned by Heritage Investment Group

Quarter-by-quarter ownership of Putnam Etf Trust (FTMU) shares owned by Heritage Investment Group from 13F filings

Historical chart of Heritage Investment Group investment in Putnam Etf Trust

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

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Quarterly reported holdings in Putnam Etf Trust by Heritage Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $112k 14k 7.82

More positions owned by Heritage Investment Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Global Reit Etf (REET)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Heritage Investment Group

Top funds holding Putnam Etf Trust

BCS Wealth Management
UBS Group
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
Cambridge Investment Research Advisors
IFP Advisors
Andrews Advisory Associates
Mariner Wealth Advisors
CWM
Kestra Advisory Services
CI Private Wealth
Heritage Wealth Management
Global Retirement Partners
Modera Wealth Management

View all funds holding Putnam Etf Trust