Cerity Partners
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Cerity Partners’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Cerity Partners’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
2025
Q4 		– Sell
-10,294
Closed -$440K – 2992
2025
Q3 		$440K Buy
+10,294
New +$426K ﹤0.01% 2057

Other funds holding PVAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners's PVAL Position: Q4 2025 in Review

Cerity Partners sold out of Putnam Focused Large Cap Value ETF (PVAL) in Q4 2025, closing a stake of 10,294 shares — an estimated $440K sold.

Cerity Partners first reported a position in PVAL in Q3 2025 and held it in 1 quarter. The position peaked at $440K in Q3 2025. 260 funds tracked by Wall St. Rank hold PVAL as of Q4 2025.

  • Cerity Partners reported no remaining Putnam Focused Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 10,294 Putnam Focused Large Cap Value ETF shares in Q4 2025, an estimated $440K.
  • Cerity Partners first reported a position in Putnam Focused Large Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Cerity Partners's Putnam Focused Large Cap Value ETF position peaked at $440K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.