Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Cambridge Investment Research Advisors’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 		$148M Buy
2,895,121
+1,034,534
+56% +$51.4M 0.33% 48
2026
Q1 		$86.3M Buy
1,860,587
+289,362
+18% +$13.7M 0.22% 80
2025
Q4 		$71.6M Buy
1,571,225
+467,121
+42% +$20.5M 0.19% 98
2025
Q3 		$47.2M Buy
1,104,104
+334,258
+43% +$13.8M 0.13% 137
2025
Q2 		$31M Buy
769,846
+489,737
+175% +$18.5M 0.09% 216
2025
Q1 		$10.7M Buy
280,109
+53,768
+24% +$2.06M 0.04% 481
2024
Q4 		$8.4M Buy
226,341
+23,994
+12% +$923K 0.03% 558
2024
Q3 		$7.68M Buy
202,347
+72,324
+56% +$2.66M 0.03% 601
2024
Q2 		$4.72M Buy
130,023
+92,916
+250% +$3.31M 0.02% 788
2024
Q1 		$1.33M Sell
37,107
-1,457
-4% -$48K 0.01% 1538
2023
Q4 		$1.22M Buy
38,564
+8,234
+27% +$244K 0.01% 1517
2023
Q3 		$887K Sell
30,330
-855
-3% -$25.4K ﹤0.01% 1653
2023
Q2 		$916K Sell
31,185
-5,018
-14% -$140K ﹤0.01% 1671
2023
Q1 		$1M Buy
36,203
+4,461
+14% +$124K ﹤0.01% 1571
2022
Q4 		$858K Buy
31,742
+17,801
+128% +$475K ﹤0.01% 1613
2022
Q3 		$333K Buy
+13,941
New +$359K ﹤0.01% 2277

Other funds holding PVAL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors's PVAL Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 56% in Q2 2026, buying an estimated $51.4M and bringing the position to 2,895,121 shares worth $148M. The position accounts for 0.33% of the portfolio, ranked #48.

Cambridge Investment Research Advisors first reported a position in PVAL in Q3 2022 and has held it in 16 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Cambridge Investment Research Advisors held 2,895,121 shares of Putnam Focused Large Cap Value ETF worth $148M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,034,534 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $51.4M.
  • Putnam Focused Large Cap Value ETF made up 0.33% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #48 holding.
  • Cambridge Investment Research Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.