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Fingerlakes Wealth Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Fingerlakes Wealth 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 Hold
4,675
– – 0.13% 88
2026
Q1 		$217K Hold
4,675
– – 0.14% 92
2025
Q4 		$213K Buy
+4,675
New +$205K 0.14% 92

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

Fingerlakes Wealth Management's PVAL Position: Q2 2026 in Review

Fingerlakes Wealth Management held its Putnam Focused Large Cap Value ETF (PVAL) position steady in Q2 2026 at 4,675 shares worth $238K. The position accounts for 0.13% of the portfolio, ranked #88.

Fingerlakes Wealth Management first reported a position in PVAL in Q4 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Fingerlakes Wealth Management held 4,675 shares of Putnam Focused Large Cap Value ETF worth $238K as of Q2 2026.
  • Fingerlakes Wealth Management left its Putnam Focused Large Cap Value ETF share count unchanged in Q2 2026.
  • Putnam Focused Large Cap Value ETF made up 0.13% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Fingerlakes Wealth Management first reported a position in Putnam Focused Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.