CWP
PVAL icon

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
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% +$1.89K 0.04% 266
2025
Q1 		$666K Buy
+17,479
New +$670K 0.04% 260

Other funds holding PVAL

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BLWM
Bucket List Wealth Management The Villages, Florida $203M AUM
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Cyndeo Wealth Partners's PVAL Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Putnam Focused Large Cap Value ETF (PVAL) stake by 0.03% in Q2 2026, selling an estimated $199 and leaving 15,967 shares worth $814K. The position accounts for 0.04% of the portfolio, ranked #285.

Cyndeo Wealth Partners first reported a position in PVAL in Q1 2025 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Cyndeo Wealth Partners held 15,967 shares of Putnam Focused Large Cap Value ETF worth $814K as of Q2 2026.
  • Cyndeo Wealth Partners sold 4 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $199.
  • Putnam Focused Large Cap Value ETF made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #285 holding.
  • Cyndeo Wealth Partners first reported a position in Putnam Focused Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 76 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.