Encompass More Asset Management
PVAL icon

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
Q3 		$412K Buy
7,836
+3,159
+68% +$168K 0.06% 169
2026
Q2 		$238K Buy
+4,677
New +$233K 0.03% 247

Other funds holding PVAL

Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Auctus Advisors
Auctus Advisors Charlotte, North Carolina $124M AUM 17.41% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass More Asset Management's PVAL Position: Q3 2026 in Review

Encompass More Asset Management increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 68% in Q3 2026, buying an estimated $168K and bringing the position to 7,836 shares worth $412K. The position accounts for 0.06% of the portfolio, ranked #169.

Encompass More Asset Management first reported a position in PVAL in Q2 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • Encompass More Asset Management held 7,836 shares of Putnam Focused Large Cap Value ETF worth $412K as of Q3 2026.
  • Encompass More Asset Management bought 3,159 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $168K.
  • Putnam Focused Large Cap Value ETF made up 0.06% of Encompass More Asset Management's portfolio in Q3 2026, its #169 holding.
  • Encompass More Asset Management first reported a position in Putnam Focused Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Encompass More Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.