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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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Clark Wealth Partners's PVAL Position: Q2 2026 in Review

Clark Wealth Partners increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 849% in Q2 2026, buying an estimated $2.35M and bringing the position to 52,727 shares worth $2.69M. The position accounts for 1.52% of the portfolio, ranked #12.

Clark Wealth Partners first reported a position in PVAL in Q1 2025 and has held it in 6 quarters since. 366 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Clark Wealth Partners held 52,727 shares of Putnam Focused Large Cap Value ETF worth $2.69M as of Q2 2026.
  • Clark Wealth Partners bought 47,173 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $2.35M.
  • Putnam Focused Large Cap Value ETF made up 1.52% of Clark Wealth Partners's portfolio in Q2 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 6 quarters since.
  • 366 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.