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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
Q3 		$2.84M Buy
53,999
+39,833
+281% +$2.12M 0.48% 33
2026
Q2 		$722K Buy
+14,166
New +$704K 0.12% 44

Other funds holding PVAL

OWA
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Cedar Mountain Advisors's PVAL Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 281% in Q3 2026, buying an estimated $2.12M and bringing the position to 53,999 shares worth $2.84M. The position accounts for 0.48% of the portfolio, ranked #33.

Cedar Mountain Advisors first reported a position in PVAL in Q2 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • Cedar Mountain Advisors held 53,999 shares of Putnam Focused Large Cap Value ETF worth $2.84M as of Q3 2026.
  • Cedar Mountain Advisors bought 39,833 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $2.12M.
  • Putnam Focused Large Cap Value ETF made up 0.48% of Cedar Mountain Advisors's portfolio in Q3 2026, its #33 holding.
  • Cedar Mountain Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.