Atria Wealth Solutions’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$3.71M	Buy	92,151 +1,664	+2%	+$62.7K	0.08%	265
2025 Q1	$3.45M	Sell	90,487 -6,347	-7%	-$243K	0.04%	447
2024 Q4	$3.59M	Sell	96,834 -2,702	-3%	-$104K	0.04%	448
2024 Q3	$3.78M	Buy	99,536 +40,975	+70%	+$1.51M	0.04%	421
2024 Q2	$2.13M	Buy	+58,561	New	+$2.09M	0.02%	603

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

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CFB

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's PVAL Position: Q2 2025 in Review

Atria Wealth Solutions increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 1.8% in Q2 2025, buying an estimated $62.7K and bringing the position to 92,151 shares worth $3.71M. The position accounts for 0.08% of the portfolio, ranked #265.

Atria Wealth Solutions first reported a position in PVAL in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.78M in Q3 2024. 171 funds tracked by Wall St. Rank hold PVAL as of Q2 2025.

Atria Wealth Solutions held 92,151 shares of Putnam Focused Large Cap Value ETF worth $3.71M as of Q2 2025.
Atria Wealth Solutions bought 1,664 Putnam Focused Large Cap Value ETF shares in Q2 2025, an estimated $62.7K.
Putnam Focused Large Cap Value ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #265 holding.
Atria Wealth Solutions first reported a position in Putnam Focused Large Cap Value ETF in Q2 2024 and has held it in 5 quarters since.
Atria Wealth Solutions's Putnam Focused Large Cap Value ETF position peaked at $3.78M in Q3 2024.
171 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.