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icono de PVAL

Putnam Focused Large Cap Value ETF
PVAL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 158 M +USD 39.5 M +1,072,760 +35%
UBS Group
2
UBS Group
Switzerland
USD 106 M +USD 82.5 M +2,240,160 +398%
Glenmede Trust
3
Glenmede Trust
Pennsylvania
USD 77.4 M +USD 17.1 M +464,165 +29%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
USD 61 M +USD 59.2 M +1,607,814 Nuevas
Amplius Wealth Advisors
5
Amplius Wealth Advisors
Pennsylvania
USD 59.4 M +USD 7.44 M +201,908 +15%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 58.9 M +USD 19.2 M +521,397 +51%
Opal Wealth Advisors
7
Opal Wealth Advisors
New York
USD 45.1 M +USD 4.07 M +110,513 +10%
Morgan Stanley
8
Morgan Stanley
New York
USD 40.4 M +USD 39 M +1,059,849 +17,855%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
USD 33.2 M +USD 32.1 M +872,725 +78,837%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
USD 30.5 M -USD 6.35 M -172,455 -18%
Stifel Financial
11
Stifel Financial
Missouri
USD 19.2 M +USD 682 k +18,521 +4%
GGM Financials
12
GGM Financials
Ohio
USD 15.2 M +USD 300 k +8,156 +2%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
USD 15.1 M -USD 6.75 M -183,182 -31%
Sanctuary Advisors
14
Sanctuary Advisors
Indiana
USD 14.6 M +USD 13.2 M +357,761 +2,963%
Kestra Advisory Services
15
Kestra Advisory Services
Texas
USD 14.3 M +USD 460 k +12,487 +3%
Sowa Financial Group
16
Sowa Financial Group
Rhode Island
USD 12.4 M +USD 9.26 M +251,495 +335%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
USD 11.7 M +USD 8.61 M +233,843 +316%
Arete Wealth Advisors
18
Arete Wealth Advisors
Illinois
USD 10.5 M -USD 282 k -7,650 -3%
Wealthspire Advisors (New York)
19
Wealthspire Advisors (New York)
New York
USD 10.5 M +USD 10.2 M +276,845 Nuevas
Redhawk Wealth Advisors
20
Redhawk Wealth Advisors
Minnesota
USD 8.44 M +USD 180 k +4,874 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
USD 7.68 M +USD 2.66 M +72,324 +56%
Harbor Group
22
Harbor Group
New Hampshire
USD 7.17 M +USD 5.43 M +147,335 +353%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
USD 6.8 M +USD 3.1 M +84,257 +89%
Atria Investments
24
Atria Investments
North Carolina
USD 6.79 M +USD 6.59 M +178,975 Nuevas
Turtle Creek Wealth Advisors
25
Turtle Creek Wealth Advisors
Texas
USD 6.7 M +USD 6.5 M +176,495 Nuevas
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