Cornerstone Planning Group’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Cornerstone Planning Group’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	–	Sell	-157	Closed	-$8.24K	–	1305
2026 Q2	$8.24K	Hold	157	–	–	﹤0.01%	951
2026 Q1	$7.76K	Buy	+157	New	+$7.41K	﹤0.01%	970

Other funds holding PVAL

OWA

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Cornerstone Planning Group's PVAL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Putnam Focused Large Cap Value ETF (PVAL) in Q3 2026, closing a stake of 157 shares — an estimated $8.24K sold.

Cornerstone Planning Group first reported a position in PVAL in Q1 2026 and held it in 2 quarters. The position peaked at $8.24K in Q2 2026. 49 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

Cornerstone Planning Group reported no remaining Putnam Focused Large Cap Value ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 157 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $8.24K.
Cornerstone Planning Group first reported a position in Putnam Focused Large Cap Value ETF in Q1 2026 and held it in 2 quarters.
Cornerstone Planning Group's Putnam Focused Large Cap Value ETF position peaked at $8.24K in Q2 2026.
49 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.