Amplius Wealth Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Amplius Wealth Advisors’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	$104M	Buy	2,038,034 +59,578	+3%	+$2.96M	7.61%	2
2026 Q1	$91.8M	Sell	1,978,456 -61,307	-3%	-$2.9M	7.65%	2
2025 Q4	$93M	Buy	2,039,763 +32,925	+2%	+$1.45M	7.8%	2
2025 Q3	$85.7M	Buy	2,006,838 +51,276	+3%	+$2.12M	7.41%	2
2025 Q2	$78.7M	Buy	1,955,562 +71,604	+4%	+$2.7M	7.32%	2
2025 Q1	$71.7M	Buy	1,883,958 +156,167	+9%	+$5.98M	7.46%	2
2024 Q4	$64.1M	Buy	1,727,791 +161,154	+10%	+$6.2M	6.58%	2
2024 Q3	$59.4M	Buy	1,566,637 +201,908	+15%	+$7.44M	6.49%	2
2024 Q2	$49.5M	Sell	1,364,729 -154,115	-10%	-$5.49M	5.51%	3
2024 Q1	$54.3M	Buy	1,518,844 +256,390	+20%	+$8.45M	6.08%	3
2023 Q4	$39.8M	Sell	1,262,454 -718,645	-36%	-$21.3M	4.81%	4
2023 Q3	$57.9M	Sell	1,981,099 -163,632	-8%	-$4.87M	7.76%	2
2023 Q2	$63M	Buy	2,144,731 +61,540	+3%	+$1.72M	8.49%	2
2023 Q1	$57.8M	Buy	2,083,191 +50,152	+2%	+$1.39M	8.29%	3
2022 Q4	$54.9M	Buy	+2,033,039	New	+$54.3M	8.77%	2

Other funds holding PVAL

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BLWM

Bucket List Wealth Management The Villages, Florida $203M AUM

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Amplius Wealth Advisors's PVAL Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 3% in Q2 2026, buying an estimated $2.96M and bringing the position to 2,038,034 shares worth $104M. The position accounts for 7.61% of the portfolio, ranked #2.

Amplius Wealth Advisors first reported a position in PVAL in Q4 2022 and has held it in 15 quarters since. 58 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

Amplius Wealth Advisors held 2,038,034 shares of Putnam Focused Large Cap Value ETF worth $104M as of Q2 2026.
Amplius Wealth Advisors bought 59,578 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $2.96M.
Putnam Focused Large Cap Value ETF made up 7.61% of Amplius Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Amplius Wealth Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
58 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.