R
Marsha Blackburn
senate · TN · RepublicanThese returns are estimates, not real results. Congressional filings report trade sizes as broad dollar ranges (for example $1,001–$15,000), and those ranges get much wider for large trades. Every figure here uses the midpoint of the disclosed range, so an individual number can be off by a wide margin. Treat rankings as rough signal, never as precise performance. How this is calculated
Est. return (weighted)
+14.4%
2025-09-15 → 2026-09-15
S&P 500 same window
+15.2%
Benchmark context only
Trades in window
15 / 20
Priced / disclosed
Est. volume
$120K
Midpoint of disclosed ranges
Sample flags: small sample means fewer than 5 priced trades; limited data means fewer than half of disclosed trades were priced.
What drove the estimate
Largest single ticker accounts for 14% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| VGT | 1 | $8K | 7% | +31.8% | +2.12% |
| IWM | 1 | $8K | 7% | +21.5% | +1.44% |
| QQQ | 1 | $8K | 7% | +20.4% | +1.36% |
| IWO | 1 | $8K | 7% | +17.5% | +1.17% |
| VOOV | 1 | $8K | 7% | +17.5% | +1.17% |
| VYM | 1 | $8K | 7% | +17.5% | +1.16% |
| SPY | 1 | $8K | 7% | +16.4% | +1.09% |
| SPYD | 1 | $8K | 7% | +14.5% | +0.97% |
| MGK | 1 | $8K | 7% | +12.9% | +0.86% |
| AIVSX | 1 | $8K | 7% | +11.7% | +0.78% |
| CICAX | 1 | $8K | 7% | +11.7% | +0.78% |
| VUG | 1 | $8K | 7% | +11.0% | +0.73% |
| ABALX | 1 | $8K | 7% | +9.0% | +0.60% |
| ANWPX | 1 | $8K | 7% | +7.8% | +0.52% |
| IWP | 1 | $8K | 7% | -4.9% | -0.32% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Dec 18, 2025 | ANWPX | NEW PERSPECTIVE FUND - Class A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Dec 16, 2025 | CICAX | INVESTMENT CO OF AMERICA - Class 529-A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Dec 16, 2025 | AIVSX | INVESTMENT CO OF AMERICA - Class A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Dec 15, 2025 | ABALX | AMERICAN BALANCED FUND - Class A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Oct 30, 2025 | — | JNL/JPMorgan MidCap Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Oct 30, 2025 | — | JNL/T.Rowe Price Capital Appreciation A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Oct 30, 2025 | — | JNL/Mellon Healthcare Sector A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Oct 30, 2025 | — | JNL/Mellon Dow Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Oct 30, 2025 | — | JNL/Newton Equity Income A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Sep 15, 2025 | IWP | iShares Russell Mid-Cap Growth ETF | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Sep 15, 2025 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Sep 15, 2025 | SPYD | SPDR(R) Portfolio S&P 500 High Dividend ETF | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Sep 15, 2025 | VGT | Vanguard Information Technology Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Sep 15, 2025 | VYM | Vanguard High Dividend Yield Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Sep 15, 2025 | VOOV | Vanguard S&P 500 Value Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Sep 15, 2025 | MGK | Vanguard Mega Cap Growth Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Sep 15, 2025 | VUG | Vanguard Growth Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Sep 15, 2025 | SPY | State Street SPDR S&P 500 ETF Trust | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Sep 15, 2025 | IWM | iShares Russell 2000 ETF | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Sep 15, 2025 | IWO | iShares Russell 2000 Growth ETF | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Aug 28, 2025 | — | JNL/Mellon Nasdaq 100 Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Aug 28, 2025 | — | JNL/Mellon Information Technology Sector A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Aug 28, 2025 | — | JNL/Mellon Dow Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Aug 28, 2025 | — | JNL/Newton Equity Income A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Aug 28, 2025 | — | JNL/American Funds Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jul 28, 2025 | — | JNL/Newton Equity Income A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jul 28, 2025 | — | JNL/Mellon Dow Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jul 28, 2025 | — | JNL/Mellon Information Technology Sector A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jul 28, 2025 | — | JNL/Mellon Nasdaq 100 Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jul 28, 2025 | — | JNL/American Funds Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jun 28, 2025 | — | JNL/Mellon Nasdaq 100 Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jun 28, 2025 | — | JNL/Mellon Healthcare Sector A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jun 28, 2025 | — | JNL/T. Rowe Price Established Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jun 28, 2025 | — | JNL/JPMorgan MidCap Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jun 28, 2025 | — | JNL/T.Rowe Price Capital Appreciation A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jun 28, 2025 | — | JNL/American Funds Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jun 28, 2025 | — | JNL/Newton Equity Income A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jun 28, 2025 | — | JNL/Mellon Information Technology Sector A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jun 28, 2025 | — | JNL/Mellon Dow Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| May 28, 2025 | — | JNL/Mellon Healthcare Sector A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| May 28, 2025 | — | JNL/Newton Equity Income A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| May 28, 2025 | — | JNL/Mellon Nasdaq 100 Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| May 28, 2025 | — | JNL/American Funds Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| May 28, 2025 | — | JNL/Mellon Information Technology Sector A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| May 28, 2025 | — | JNL/Mellon Dow Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| May 28, 2025 | — | JNL/T. Rowe Price Established Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| May 28, 2025 | — | JNL/JPMorgan MidCap Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| May 28, 2025 | — | JNL/T.Rowe Price Capital Appreciation A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 28, 2025 | — | JNL/T.Rowe Price Capital Appreciation A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 28, 2025 | — | JNL/Mellon Nasdaq 100 Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 28, 2025 | — | JNL/Newton Equity Income A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 28, 2025 | — | JNL/American Funds Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 28, 2025 | — | JNL/Mellon Dow Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 28, 2025 | — | JNL/Mellon Information Technology Sector A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 28, 2025 | — | JNL/JPMorgan MidCap Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 28, 2025 | — | JNL/T. Rowe Price Established Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 28, 2025 | — | JNL/Mellon Healthcare Sector A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Mar 28, 2025 | — | JNL/American Funds Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Mar 28, 2025 | — | JNL/JPMorgan MidCap Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Mar 28, 2025 | — | JNL/T. Rowe Price Established Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Mar 28, 2025 | — | JNL/Mellon Healthcare Sector A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Mar 28, 2025 | — | JNL/T.Rowe Price Capital Appreciation A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Mar 28, 2025 | — | JNL/Mellon Dow Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Mar 28, 2025 | — | JNL/Mellon Nasdaq 100 Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Mar 28, 2025 | — | JNL/Newton Equity Income A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Mar 28, 2025 | — | JNL/Mellon Information Technology Sector A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Mar 13, 2025 | — | Principal Diversified Income Division | sale | $100,001 - $250,000 | $175K | Aug 10, 2026 |
| Feb 28, 2025 | — | JNL/Mellon Information Technology Sector A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Feb 28, 2025 | — | JNL/JPMorgan MidCap Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Feb 28, 2025 | — | JNL/Mellon Healthcare Sector A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Feb 28, 2025 | — | JNL/Mellon Nasdaq 100 Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Feb 28, 2025 | — | JNL/Newton Equity Income A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Feb 28, 2025 | — | JNL/T. Rowe Price Established Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Feb 28, 2025 | — | JNL/American Funds Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Feb 28, 2025 | — | JNL/T.Rowe Price Capital Appreciation A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Feb 28, 2025 | — | JNL/Mellon Dow Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jan 29, 2025 | — | Principal Diversified Income Division | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Jan 28, 2025 | — | JNL/Mellon Healthcare Sector A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jan 28, 2025 | — | JNL/T. Rowe Price Established Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jan 28, 2025 | — | JNL/Mellon Dow Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jan 28, 2025 | — | JNL/T.Rowe Price Capital Appreciation A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jan 28, 2025 | — | JNL/Mellon Information Technology Sector A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jan 28, 2025 | — | JNL/JPMorgan MidCap Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jan 28, 2025 | — | JNL/American Funds Growth A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jan 28, 2025 | — | JNL/Newton Equity Income A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jan 28, 2025 | — | JNL/Mellon Nasdaq 100 Index A | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Oct 28, 2024 | — | JNL/T. Rowe Price Capital Appreciation | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Jun 28, 2024 | — | JNL/JPMorgan MidCapGrowth | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Jun 28, 2024 | — | JNL/MC Dow Index | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Jan 12, 2024 | PABAX | Putnam Dynamic Asset Allocation Fund Balanced A | sale | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Dec 28, 2023 | — | JNL/Mellon Information Technology Sector A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Dec 28, 2023 | — | JNL/Newton Equity Income A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Dec 28, 2023 | — | JNL/Mellon Nasdaq 100 Index A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Dec 28, 2023 | — | JNL/American Funds Growth A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Dec 28, 2023 | — | JNL/American Growth | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Dec 28, 2023 | — | JNL/MC NAsdaq 100 Index | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Dec 28, 2023 | — | JNL/Newton EQ Inc | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Dec 28, 2023 | — | JNL/MC Dow Index | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Dec 28, 2023 | — | JNL/MC Info Tech Sector | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Dec 28, 2023 | — | JNL/T.Rowe Price Capital Appreciation | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Dec 28, 2023 | — | JNL/MC Hlthcare Sector | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Dec 28, 2023 | — | JNL/JPMorgan MidCapGrowth | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Dec 28, 2023 | — | JNL/T.Rowe Price Est Gr | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Dec 28, 2023 | — | JNL/Mellon Healthcare Sector A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Dec 28, 2023 | — | JNL/T.Rowe Price Capital Appreciation A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Dec 28, 2023 | — | JNL/Mellon Dow Index A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Dec 28, 2023 | — | JNL/T.Rowe Price Established Growth Fund A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Dec 28, 2023 | — | JNL/JPMorgan MidCap Growth A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Dec 14, 2023 | ANWPX | New Perspective Fund Class A Shares | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 29, 2023 | — | The Investment Company of America-529A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 29, 2023 | — | New Perspective Fund-529A | sale | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 28, 2023 | — | JNL/JPMorgan MidCapGrowth | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Nov 28, 2023 | — | JNL/Mellon Healthcare Sector A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 28, 2023 | — | JNL/T.Rowe Price Established Growth A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 28, 2023 | — | JNL/JPMorgan MidCap Growth A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 28, 2023 | — | JNL/Mellon Dow Index A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 28, 2023 | — | JNL/Mellon Information Technology Sector A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 28, 2023 | — | JNL/Newton Equity Income A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 28, 2023 | — | JNL/American Funds Growth A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 28, 2023 | — | JNL/Nasdaq 100 Index A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 28, 2023 | — | JNL/MC Healthcare Sector | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Nov 28, 2023 | — | JNL/T.Rowe Price Est Gr | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Nov 28, 2023 | — | JNL/MC Dow Index | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Nov 28, 2023 | — | JNL/MC Info Tech Sector | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Nov 28, 2023 | — | JNL/Newton Eq Inc | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Nov 28, 2023 | — | JNL/American Growth | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Nov 28, 2023 | — | JNL/Nasdaq 100 Index | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Nov 18, 2023 | — | JNL/T.Rowe Price Capital Appreciation | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Nov 18, 2023 | — | JNL/T.Rowe Price Capital Appreciation A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Oct 28, 2023 | — | JNL/Mellon Healthcare Sector A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Oct 28, 2023 | — | JNL/Mellon Dow Index A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Oct 28, 2023 | — | JNL/T. Rowe Price Capital Appreciation A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Oct 28, 2023 | — | JNL/American Funds Growth A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Oct 28, 2023 | — | JNL/Newton Equity Income A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Oct 28, 2023 | — | JNL/T. Rowe Price Est Gr | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Oct 28, 2023 | — | JNL/Mellon Nasdaq 100 Index A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Oct 28, 2023 | — | JNL/Newton EQ INC | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Oct 28, 2023 | — | JNL/MC Hlthcare Sector | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Oct 28, 2023 | — | JNL/MC Nasdaq 100 Index | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Oct 28, 2023 | — | JNL/MC Info Tech Sector | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| Oct 28, 2023 | — | JNL/JPMorgan MidCap Growth A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Oct 28, 2023 | — | JNL/T. Rowe Price Established Growth A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Oct 28, 2023 | — | JNL/Mellon Information Technology Sector A | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Oct 28, 2023 | — | JNL/American Growth | purchase | $1,001 - $15,000 | $8K | Aug 9, 2024 |
| May 11, 2023 | CNPAX | New Perspective Fund Class 529-A Shares | purchase | $1,001 - $15,000 | $8K | Jun 22, 2023 |
| Jan 12, 2023 | PGSIX | Putnam Mortgage Securities Fund Class A | sale | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Jan 12, 2023 | PGEOX | George Putnam Balanced Class A | sale | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Jan 12, 2023 | PABAX | Putnam Dynamic Asset Allocation Fund Balanced A | sale | $1,001 - $15,000 | $8K | Aug 7, 2025 |