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Arax Advisory Partners’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Arax Advisory Partners’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 		$11.5M Buy
+224,948
New +$11.2M 0.08% 274
2026
Q1 		– Sell
-306
Closed -$13.9K – 4220
2025
Q4 		$13.9K Buy
+306
New +$13.4K ﹤0.01% 2313

Other funds holding PVAL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arax Advisory Partners's PVAL Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 224,948 shares worth $11.5M. The stake represents 0.08% of the portfolio and ranks #274 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in PVAL as recently as Q4 2025.

Arax Advisory Partners first reported a position in PVAL in Q4 2025 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Arax Advisory Partners held 224,948 shares of Putnam Focused Large Cap Value ETF worth $11.5M as of Q2 2026.
  • Putnam Focused Large Cap Value ETF was a new Arax Advisory Partners position in Q2 2026.
  • Putnam Focused Large Cap Value ETF made up 0.08% of Arax Advisory Partners's portfolio in Q2 2026, its #274 holding.
  • Arax Advisory Partners first reported a position in Putnam Focused Large Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.