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Brookstone Capital Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Brookstone Capital 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 		$7.49M Sell
146,923
-132,420
-47% -$6.58M 0.08% 258
2026
Q1 		$13M Buy
+279,343
New +$13.2M 0.15% 175

Other funds holding PVAL

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 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
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Brookstone Capital Management's PVAL Position: Q2 2026 in Review

Brookstone Capital Management reduced its Putnam Focused Large Cap Value ETF (PVAL) stake by 47% in Q2 2026, selling an estimated $6.58M and leaving 146,923 shares worth $7.49M. The position accounts for 0.08% of the portfolio, ranked #258.

Brookstone Capital Management first reported a position in PVAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $13M in Q1 2026. 89 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Brookstone Capital Management held 146,923 shares of Putnam Focused Large Cap Value ETF worth $7.49M as of Q2 2026.
  • Brookstone Capital Management sold 132,420 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $6.58M.
  • Putnam Focused Large Cap Value ETF made up 0.08% of Brookstone Capital Management's portfolio in Q2 2026, its #258 holding.
  • Brookstone Capital Management first reported a position in Putnam Focused Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Brookstone Capital Management's Putnam Focused Large Cap Value ETF position peaked at $13M in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.