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

Baker Tilly 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 		$30.2M Buy
592,732
+76,967
+15% +$3.83M 6.41% 2
2026
Q1 		$23.9M Buy
515,765
+55,691
+12% +$2.63M 5.82% 2
2025
Q4 		$21M Buy
460,074
+76,437
+20% +$3.36M 5.17% 2
2025
Q3 		$16.4M Buy
383,637
+49,676
+15% +$2.06M 3.7% 3
2025
Q2 		$13.4M Buy
333,961
+49,788
+18% +$1.88M 4.8% 2
2025
Q1 		$10.8M Buy
284,173
+193,259
+213% +$7.4M 4.24% 2
2024
Q4 		$3.37M Buy
90,914
+80,525
+775% +$3.1M 1.32% 16
2024
Q3 		$394K Buy
10,389
+2,434
+31% +$89.7K 0.17% 136
2024
Q2 		$289K Hold
7,955
– – 0.12% 202
2024
Q1 		$284K Buy
7,955
+775
+11% +$25.5K 0.05% 355
2023
Q4 		$226K Buy
+7,180
New +$213K 0.04% 430

Other funds holding PVAL

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BLWM
Bucket List Wealth Management The Villages, Florida $203M AUM
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Baker Tilly Wealth Management's PVAL Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 15% in Q2 2026, buying an estimated $3.83M and bringing the position to 592,732 shares worth $30.2M. The position accounts for 6.41% of the portfolio, ranked #2.

Baker Tilly Wealth Management first reported a position in PVAL in Q4 2023 and has held it in 11 quarters since. 58 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Baker Tilly Wealth Management held 592,732 shares of Putnam Focused Large Cap Value ETF worth $30.2M as of Q2 2026.
  • Baker Tilly Wealth Management bought 76,967 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $3.83M.
  • Putnam Focused Large Cap Value ETF made up 6.41% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Baker Tilly Wealth Management first reported a position in Putnam Focused Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 58 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.