EMAM
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Encompass More Asset Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Encompass More Asset Management’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 		$238K Buy
+4,677
New +$233K 0.03% 247

Other funds holding PVAL

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
BLWM
Bucket List Wealth Management The Villages, Florida $203M AUM
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Encompass More Asset Management's PVAL Position: Q2 2026 in Review

Encompass More Asset Management opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 4,677 shares worth $238K. The stake represents 0.03% of the portfolio and ranks #247 among its holdings.

52 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Encompass More Asset Management held 4,677 shares of Putnam Focused Large Cap Value ETF worth $238K as of Q2 2026.
  • Putnam Focused Large Cap Value ETF was a new Encompass More Asset Management position in Q2 2026.
  • Putnam Focused Large Cap Value ETF made up 0.03% of Encompass More Asset Management's portfolio in Q2 2026, its #247 holding.
  • 52 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.