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Beacon Capital Management Inc (Ohio)’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q1 		$61 Hold
1
– – ﹤0.01% 115
2025
Q4 		$60 Hold
1
– – ﹤0.01% 120
2025
Q3 		$56 Hold
1
– – ﹤0.01% 132
2025
Q2 		$52 Buy
+1
New +$38 ﹤0.01% 102

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s PVAL Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) held its Putnam Focused Large Cap Value ETF (PVAL) position steady in Q1 2026 at 1 share worth $61. The position accounts for ﹤0.01% of the portfolio, ranked #115.

Beacon Capital Management Inc (Ohio) first reported a position in PVAL in Q2 2025 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold PVAL as of Q1 2026.

  • Beacon Capital Management Inc (Ohio) held 1 share of Putnam Focused Large Cap Value ETF worth $61 as of Q1 2026.
  • Beacon Capital Management Inc (Ohio) left its Putnam Focused Large Cap Value ETF share count unchanged in Q1 2026.
  • Putnam Focused Large Cap Value ETF made up ﹤0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #115 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in Putnam Focused Large Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.