Ameritas Advisory Services’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Ameritas Advisory Services’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 Q2	$17.4M	Buy	342,320 +292,413	+586%	+$14.5M	0.35%	68
2026 Q1	$2.32M	Buy	49,907 +27,287	+121%	+$1.29M	0.09%	204
2025 Q4	$1.03M	Buy	22,620 +11,961	+112%	+$525K	0.04%	366
2025 Q3	$455K	Buy	10,659 +7,657	+255%	+$317K	0.03%	419
2025 Q2	$121K	Buy	+3,002	New	+$113K	0.01%	910

Other funds holding PVAL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameritas Advisory Services's PVAL Position: Q2 2026 in Review

Ameritas Advisory Services increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 586% in Q2 2026, buying an estimated $14.5M and bringing the position to 342,320 shares worth $17.4M. The position accounts for 0.35% of the portfolio, ranked #68.

Ameritas Advisory Services first reported a position in PVAL in Q2 2025 and has held it in 5 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

Ameritas Advisory Services held 342,320 shares of Putnam Focused Large Cap Value ETF worth $17.4M as of Q2 2026.
Ameritas Advisory Services bought 292,413 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $14.5M.
Putnam Focused Large Cap Value ETF made up 0.35% of Ameritas Advisory Services's portfolio in Q2 2026, its #68 holding.
Ameritas Advisory Services first reported a position in Putnam Focused Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.