CFD
PVAL icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Creative Financial Designs's PVAL Position: Q1 2026 in Review

Creative Financial Designs held its Putnam Focused Large Cap Value ETF (PVAL) position steady in Q1 2026 at 200 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Creative Financial Designs first reported a position in PVAL in Q2 2024 and has held it in 8 quarters since. 314 funds tracked by Wall St. Rank hold PVAL as of Q1 2026.

  • Creative Financial Designs held 200 shares of Putnam Focused Large Cap Value ETF worth $9.28K as of Q1 2026.
  • Creative Financial Designs left its Putnam Focused Large Cap Value ETF share count unchanged in Q1 2026.
  • Putnam Focused Large Cap Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1435 holding.
  • Creative Financial Designs first reported a position in Putnam Focused Large Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 314 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.