Avantax Advisory Services’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History
Bought
Maintained
Sold
Other funds holding PVAL
GIM
CFB
Avantax Advisory Services's PVAL Position: Q2 2025 in Review
Avantax Advisory Services increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 115% in Q2 2025, buying an estimated $9.75M and bringing the position to 483,665 shares worth $19.5M. The position accounts for 0.11% of the portfolio, ranked #149.
Avantax Advisory Services first reported a position in PVAL in Q3 2023 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold PVAL as of Q2 2025.
- Avantax Advisory Services held 483,665 shares of Putnam Focused Large Cap Value ETF worth $19.5M as of Q2 2025.
- Avantax Advisory Services bought 258,635 Putnam Focused Large Cap Value ETF shares in Q2 2025, an estimated $9.75M.
- Putnam Focused Large Cap Value ETF made up 0.11% of Avantax Advisory Services's portfolio in Q2 2025, its #149 holding.
- Avantax Advisory Services first reported a position in Putnam Focused Large Cap Value ETF in Q3 2023 and has held it in 6 quarters since.
- 171 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.