Clear Point Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Clear Point Advisors’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	$774K	Sell	15,190 -1,376	-8%	-$68.4K	0.69%	37
2026 Q1	$769K	Buy	16,566 +2,414	+17%	+$114K	0.6%	34
2025 Q4	$645K	Sell	14,152 -1,001	-7%	-$43.9K	0.5%	58
2025 Q3	$647K	Buy	15,153 +3,050	+25%	+$126K	0.5%	63
2025 Q2	$487K	Buy	+12,103	New	+$456K	0.41%	69
2024 Q4	–	Sell	-670	Closed	-$25.4K	–	425
2024 Q3	$25.4K	Sell	670 -997	-60%	-$36.7K	0.02%	265
2024 Q2	$60.5K	Buy	+1,667	New	+$59.4K	0.05%	174

Other funds holding PVAL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clear Point Advisors's PVAL Position: Q2 2026 in Review

Clear Point Advisors reduced its Putnam Focused Large Cap Value ETF (PVAL) stake by 8.3% in Q2 2026, selling an estimated $68.4K and leaving 15,190 shares worth $774K. The position accounts for 0.69% of the portfolio, ranked #37.

Clear Point Advisors first reported a position in PVAL in Q2 2024 and has held it in 7 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

Clear Point Advisors held 15,190 shares of Putnam Focused Large Cap Value ETF worth $774K as of Q2 2026.
Clear Point Advisors sold 1,376 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $68.4K.
Putnam Focused Large Cap Value ETF made up 0.69% of Clear Point Advisors's portfolio in Q2 2026, its #37 holding.
Clear Point Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q2 2024 and has held it in 7 quarters since.
382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.