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Axxcess Wealth Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Axxcess Wealth Management’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 		$2.23M Buy
+43,776
New +$2.18M 0.04% 375
2026
Q1 		– Sell
-31,604
Closed -$1.44M – 837
2025
Q4 		$1.44M Buy
31,604
+14,093
+80% +$619K 0.02% 437
2025
Q3 		$748K Buy
+17,511
New +$725K 0.02% 519

Other funds holding PVAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

Axxcess Wealth Management's PVAL Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 43,776 shares worth $2.23M. The stake represents 0.04% of the portfolio and ranks #375 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PVAL as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PVAL in Q3 2025 and has held it in 3 quarters since. 239 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Axxcess Wealth Management held 43,776 shares of Putnam Focused Large Cap Value ETF worth $2.23M as of Q2 2026.
  • Putnam Focused Large Cap Value ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Putnam Focused Large Cap Value ETF made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #375 holding.
  • Axxcess Wealth Management first reported a position in Putnam Focused Large Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 239 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.