PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$58K	Buy	+1,138	New	+$56.6K	0.02%	303

Other funds holding PVAL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PVAL Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 1,138 shares worth $58K. The stake represents 0.02% of the portfolio and ranks #303 among its holdings.

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,138 shares of Putnam Focused Large Cap Value ETF worth $58K as of Q2 2026.
Putnam Focused Large Cap Value ETF was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
Putnam Focused Large Cap Value ETF made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #303 holding.
239 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.