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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
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

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SWA
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

Clarity Asset Management's PVAL Position: Q2 2026 in Review

Clarity Asset Management increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 446% in Q2 2026, buying an estimated $4.04M and bringing the position to 99,391 shares worth $5.06M. The position accounts for 2.48% of the portfolio, ranked #15.

Clarity Asset Management first reported a position in PVAL in Q4 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Clarity Asset Management held 99,391 shares of Putnam Focused Large Cap Value ETF worth $5.06M as of Q2 2026.
  • Clarity Asset Management bought 81,173 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $4.04M.
  • Putnam Focused Large Cap Value ETF made up 2.48% of Clarity Asset Management's portfolio in Q2 2026, its #15 holding.
  • Clarity Asset Management first reported a position in Putnam Focused Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.