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Putnam Etf Trust shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Putnam Etf Trust (PBDC) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Putnam Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Putnam Etf Trust held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Putnam Etf Trust by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 34k 30.60

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Microsoft Corp Stock (MSFT)

View all positions for GoalVest Advisory

Top funds holding Putnam Etf Trust

Condor Capital Management
Raymond James Financial
Commonwealth Equity Services
Evolution Wealth Advisors
Cetera Investment Advisers
Steward Partners Investment Advisory
CI Private Wealth
Stonebridge Financial Planning Group
LPL Financial
Newbridge Financial Services Group
Prosperity Financial Group
Haven Private
RFG Advisory
Apollon Wealth Management
Smith, Moore & Co.

View all funds holding Putnam Etf Trust