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

Clark Wealth 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
2026 Q3	$2.76M	Sell	52,450 -277	-0.5%	-$14.8K	1.43%	12
2026 Q2	$2.69M	Buy	52,727 +47,173	+849%	+$2.35M	1.52%	12
2026 Q1	$258K	Buy	5,554 +483	+10%	+$22.8K	0.17%	48
2025 Q4	$231K	Hold	5,071	–	–	0.14%	52
2025 Q3	$231K	Buy	5,071 +2,968	+141%	+$123K	0.14%	52
2025 Q2	$84.6K	Buy	2,103 +373	+22%	+$14.1K	0.06%	63
2025 Q1	$65.9K	Buy	+1,730	New	+$66.3K	0.05%	77

Other funds holding PVAL

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Clark Wealth Partners's PVAL Position: Q3 2026 in Review

Clark Wealth Partners reduced its Putnam Focused Large Cap Value ETF (PVAL) stake by 0.53% in Q3 2026, selling an estimated $14.8K and leaving 52,450 shares worth $2.76M. The position accounts for 1.43% of the portfolio, ranked #12.

Clark Wealth Partners first reported a position in PVAL in Q1 2025 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

Clark Wealth Partners held 52,450 shares of Putnam Focused Large Cap Value ETF worth $2.76M as of Q3 2026.
Clark Wealth Partners sold 277 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $14.8K.
Putnam Focused Large Cap Value ETF made up 1.43% of Clark Wealth Partners's portfolio in Q3 2026, its #12 holding.
Clark Wealth Partners first reported a position in Putnam Focused Large Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
370 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.