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Congress Wealth Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Congress Wealth 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
2025
Q2 		$390K Sell
9,703
-2,764
-22% -$104K ﹤0.01% 998
2025
Q1 		$476K Buy
+12,467
New +$478K 0.01% 829

Other funds holding PVAL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Congress Wealth Management's PVAL Position: Q2 2025 in Review

Congress Wealth Management reduced its Putnam Focused Large Cap Value ETF (PVAL) stake by 22% in Q2 2025, selling an estimated $104K and leaving 9,703 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Congress Wealth Management first reported a position in PVAL in Q1 2025 and has held it in 2 quarters since. The position peaked at $476K in Q1 2025. 171 funds tracked by Wall St. Rank hold PVAL as of Q2 2025.

  • Congress Wealth Management held 9,703 shares of Putnam Focused Large Cap Value ETF worth $390K as of Q2 2025.
  • Congress Wealth Management sold 2,764 Putnam Focused Large Cap Value ETF shares in Q2 2025, an estimated $104K.
  • Putnam Focused Large Cap Value ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #998 holding.
  • Congress Wealth Management first reported a position in Putnam Focused Large Cap Value ETF in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Putnam Focused Large Cap Value ETF position peaked at $476K in Q1 2025.
  • 171 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.