Cyndeo Wealth Partners’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Cyndeo Wealth Partners’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	$780K	Sell	14,821 -1,146	-7%	-$61.1K	0.04%	302
2026 Q2	$814K	Sell	15,967 -4	-0%	-$199	0.04%	285
2026 Q1	$741K	Sell	15,971 -590	-4%	-$27.9K	0.04%	269
2025 Q4	$755K	Sell	16,561 -1,839	-10%	-$80.7K	0.04%	274
2025 Q3	$786K	Buy	18,400 +871	+5%	+$36.1K	0.04%	261
2025 Q2	$705K	Buy	17,529 +50	+0.3%	+$1.88K	0.04%	266
2025 Q1	$666K	Buy	+17,479	New	+$670K	0.04%	260

Other funds holding PVAL

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

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

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

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Cyndeo Wealth Partners's PVAL Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Putnam Focused Large Cap Value ETF (PVAL) stake by 7.2% in Q3 2026, selling an estimated $61.1K and leaving 14,821 shares worth $780K. The position accounts for 0.04% of the portfolio, ranked #302.

Cyndeo Wealth Partners first reported a position in PVAL in Q1 2025 and has held it in 7 quarters since. The position peaked at $814K in Q2 2026. 74 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

Cyndeo Wealth Partners held 14,821 shares of Putnam Focused Large Cap Value ETF worth $780K as of Q3 2026.
Cyndeo Wealth Partners sold 1,146 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $61.1K.
Putnam Focused Large Cap Value ETF made up 0.04% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #302 holding.
Cyndeo Wealth Partners first reported a position in Putnam Focused Large Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
Cyndeo Wealth Partners's Putnam Focused Large Cap Value ETF position peaked at $814K in Q2 2026.
74 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.