Clarity Asset Management
PVAL icon

Clarity Asset Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Clarity Asset Management’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 		$5.63M Buy
106,947
+7,556
+8% +$403K 2.75% 13
2026
Q2 		$5.06M Buy
99,391
+81,173
+446% +$4.04M 2.48% 15
2026
Q1 		$845K Buy
18,218
+16,097
+759% +$760K 0.43% 35
2025
Q4 		$96.7K Buy
+2,121
New +$93.1K 0.05% 62

Other funds holding PVAL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Clarity Asset Management's PVAL Position: Q3 2026 in Review

Clarity Asset Management increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 7.6% in Q3 2026, buying an estimated $403K and bringing the position to 106,947 shares worth $5.63M. The position accounts for 2.75% of the portfolio, ranked #13.

Clarity Asset Management first reported a position in PVAL in Q4 2025 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • Clarity Asset Management held 106,947 shares of Putnam Focused Large Cap Value ETF worth $5.63M as of Q3 2026.
  • Clarity Asset Management bought 7,556 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $403K.
  • Putnam Focused Large Cap Value ETF made up 2.75% of Clarity Asset Management's portfolio in Q3 2026, its #13 holding.
  • Clarity Asset Management first reported a position in Putnam Focused Large Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Clarity Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.