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Putnam Etf Trust shares owned by Evolution Wealth Advisors

Quarter-by-quarter ownership of Putnam Etf Trust (PBDC) shares owned by Evolution Wealth Advisors from 13F filings

Historical chart of Evolution Wealth Advisors investment in Putnam Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Putnam Etf Trust by Evolution Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.7M 136k 34.63
2024-03-31 $4.4M 130k 33.91

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Financial (XLF)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Select Sector Spdr Tr Communication (XLC)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Evolution Wealth Advisors

Top funds holding Putnam Etf Trust

Evolution Wealth Advisors
Commonwealth Equity Services
3EDGE Asset Management
Steward Partners Investment Advisory
Condor Capital Management
Cetera Investment Advisers
H D Vest Advisory Services
Wealthcare Advisory Partners
Cambridge Investment Research Advisors
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
CI Private Wealth
Kestra Private Wealth Services
D.A. Davidson & Co.
Able Wealth Management
RFG Advisory

View all funds holding Putnam Etf Trust