Avantax Planning Partners’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Avantax Planning 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	$695K	Sell	13,638 -356	-3%	-$17.7K	0.02%	239
2026 Q1	$649K	Sell	13,994 -32	-0.2%	-$1.51K	0.02%	240
2025 Q4	$639K	Sell	14,026 -47	-0.3%	-$2.06K	0.02%	235
2025 Q3	$601K	Sell	14,073 -260	-2%	-$10.8K	0.02%	242
2025 Q2	$577K	Hold	14,333	–	–	0.02%	247
2025 Q1	$546K	Hold	14,333	–	–	0.02%	245
2024 Q4	$532K	Buy	14,333 +9	+0.1%	+$346	0.02%	251
2024 Q3	$543K	Sell	14,324 -5,218	-27%	-$192K	0.02%	243
2024 Q2	$709K	Sell	19,542 -243	-1%	-$8.66K	0.02%	235
2024 Q1	$707K	Buy	+19,785	New	+$652K	0.02%	247

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

Avantax Planning Partners's PVAL Position: Q2 2026 in Review

Avantax Planning Partners reduced its Putnam Focused Large Cap Value ETF (PVAL) stake by 2.5% in Q2 2026, selling an estimated $17.7K and leaving 13,638 shares worth $695K. The position accounts for 0.02% of the portfolio, ranked #239.

Avantax Planning Partners first reported a position in PVAL in Q1 2024 and has held it in 10 quarters since. The position peaked at $709K in Q2 2024. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

Avantax Planning Partners held 13,638 shares of Putnam Focused Large Cap Value ETF worth $695K as of Q2 2026.
Avantax Planning Partners sold 356 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $17.7K.
Putnam Focused Large Cap Value ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #239 holding.
Avantax Planning Partners first reported a position in Putnam Focused Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
Avantax Planning Partners's Putnam Focused Large Cap Value ETF position peaked at $709K in Q2 2024.
382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.