Creative Financial Designs’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Creative Financial Designs’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	$453K	Buy	8,896 +8,696	+4,348%	+$432K	0.02%	425
2026 Q1	$9.28K	Hold	200	–	–	﹤0.01%	1435
2025 Q4	$9.11K	Hold	200	–	–	﹤0.01%	1378
2025 Q3	$8.54K	Hold	200	–	–	﹤0.01%	1406
2025 Q2	$8.05K	Hold	200	–	–	﹤0.01%	1399
2025 Q1	$7.62K	Hold	200	–	–	﹤0.01%	1364
2024 Q4	$7.42K	Hold	200	–	–	﹤0.01%	1331
2024 Q3	$7.59K	Hold	200	–	–	﹤0.01%	1278
2024 Q2	$7.26K	Buy	+200	New	+$7.13K	﹤0.01%	1246

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 22.9% 1-Year Est. Return

Creative Financial Designs's PVAL Position: Q2 2026 in Review

Creative Financial Designs increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 4,348% in Q2 2026, buying an estimated $432K and bringing the position to 8,896 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #425.

Creative Financial Designs first reported a position in PVAL in Q2 2024 and has held it in 9 quarters since. 381 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

Creative Financial Designs held 8,896 shares of Putnam Focused Large Cap Value ETF worth $453K as of Q2 2026.
Creative Financial Designs bought 8,696 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $432K.
Putnam Focused Large Cap Value ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #425 holding.
Creative Financial Designs first reported a position in Putnam Focused Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
381 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.