Cedar Mountain Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Cedar Mountain 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	$722K	Buy	+14,166	New	+$704K	0.12%	44

Other funds holding PVAL

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

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

Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Bucket List Wealth Management The Villages, Florida $203M AUM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Cedar Mountain Advisors's PVAL Position: Q2 2026 in Review

Cedar Mountain Advisors opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 14,166 shares worth $722K. The stake represents 0.12% of the portfolio and ranks #44 among its holdings.

57 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

Cedar Mountain Advisors held 14,166 shares of Putnam Focused Large Cap Value ETF worth $722K as of Q2 2026.
Putnam Focused Large Cap Value ETF was a new Cedar Mountain Advisors position in Q2 2026.
Putnam Focused Large Cap Value ETF made up 0.12% of Cedar Mountain Advisors's portfolio in Q2 2026, its #44 holding.
57 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.