EWA
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EverSource Wealth Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

EverSource Wealth Advisors’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 		$1.68K Buy
+33
New +$1.64K ﹤0.01% 3789
2026
Q1 		– Sell
-228
Closed -$10.4K – 4480
2025
Q4 		$10.4K Buy
+228
New +$10K ﹤0.01% 2776

Other funds holding PVAL

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
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
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 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

EverSource Wealth Advisors's PVAL Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 33 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #3789 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in PVAL as recently as Q4 2025.

EverSource Wealth Advisors first reported a position in PVAL in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.4K in Q4 2025. 111 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • EverSource Wealth Advisors held 33 shares of Putnam Focused Large Cap Value ETF worth $1.68K as of Q2 2026.
  • Putnam Focused Large Cap Value ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • Putnam Focused Large Cap Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3789 holding.
  • EverSource Wealth Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • EverSource Wealth Advisors's Putnam Focused Large Cap Value ETF position peaked at $10.4K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.