Advisornet Financial
PVAL icon

Advisornet Financial’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Advisornet Financial’s Portfolio PVAL Stock Details PVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$39.1M Buy
725,630
+100,458
+16% +$5.35M 1.77% 8
2026
Q2 		$31.9M Buy
625,172
+60,953
+11% +$3.03M 1.45% 12
2026
Q1 		$26.2M Buy
564,219
+36,044
+7% +$1.7M 1.36% 10
2025
Q4 		$24.1M Buy
528,175
+37,639
+8% +$1.65M 1.28% 16
2025
Q3 		$21M Buy
490,536
+94,419
+24% +$3.91M 1.19% 18
2025
Q2 		$15.9M Buy
396,117
+27,817
+8% +$1.05M 1.03% 24
2025
Q1 		$14M Buy
368,300
+110,504
+43% +$4.23M 1.04% 23
2024
Q4 		$9.6M Buy
257,796
+95,358
+59% +$3.67M 0.8% 29
2024
Q3 		$6.16M Buy
162,438
+78,649
+94% +$2.9M 0.46% 44
2024
Q2 		$3.04M Buy
83,789
+24,629
+42% +$878K 0.28% 88
2024
Q1 		$2.11M Buy
59,160
+16,267
+38% +$536K 0.2% 119
2023
Q4 		$1.35M Buy
42,893
+28,227
+192% +$838K 0.12% 185
2023
Q3 		$429K Buy
14,666
+172
+1% +$5.12K 0.04% 323
2023
Q2 		$426K Sell
14,494
-6,457
-31% -$180K 0.04% 332
2023
Q1 		$582K Buy
20,951
+2,903
+16% +$80.4K 0.05% 275
2022
Q4 		$488K Sell
18,048
-1,685
-9% -$45K 0.05% 303
2022
Q3 		$471K Buy
+19,733
New +$509K 0.05% 331

Other funds holding PVAL

Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Auctus Advisors
Auctus Advisors Charlotte, North Carolina $124M AUM 17.41% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bucket List Wealth Management
Bucket List Wealth Management The Villages, Florida $208M AUM 15.19% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Advisornet Financial's PVAL Position: Q3 2026 in Review

Advisornet Financial increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 16% in Q3 2026, buying an estimated $5.35M and bringing the position to 725,630 shares worth $39.1M. The position accounts for 1.77% of the portfolio, ranked #8.

Advisornet Financial first reported a position in PVAL in Q3 2022 and has held it in 17 quarters since. 101 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • Advisornet Financial held 725,630 shares of Putnam Focused Large Cap Value ETF worth $39.1M as of Q3 2026.
  • Advisornet Financial bought 100,458 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $5.35M.
  • Putnam Focused Large Cap Value ETF made up 1.77% of Advisornet Financial's portfolio in Q3 2026, its #8 holding.
  • Advisornet Financial first reported a position in Putnam Focused Large Cap Value ETF in Q3 2022 and has held it in 17 quarters since.
  • 101 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.