Wavvest Wealth LLC’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Wavvest Wealth LLC’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	$4.13M	Buy	+78,503	New	+$4.18M	3.33%	7

Other funds holding PVAL

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Wavvest Wealth LLC's PVAL Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q3 2026: 78,503 shares worth $4.13M. The stake represents 3.33% of the portfolio and ranks #7 among its holdings.

80 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

Wavvest Wealth LLC held 78,503 shares of Putnam Focused Large Cap Value ETF worth $4.13M as of Q3 2026.
Putnam Focused Large Cap Value ETF was a new Wavvest Wealth LLC position in Q3 2026.
Putnam Focused Large Cap Value ETF made up 3.33% of Wavvest Wealth LLC's portfolio in Q3 2026, its #7 holding.
80 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.