Independent Financial Group’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Independent Financial Group’s Portfolio PVAL Stock Details PVAL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.68M	Buy
2025 Q4	$844K	Buy
2025 Q3	$769K	Buy
2025 Q2	$480K	Buy