Fort Washington Investment Advisors
PVAL icon

Fort Washington Investment Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Fort Washington Investment 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
Q3 		$24.1M Sell
458,390
-101,138
-18% -$5.39M 0.12% 198
2026
Q2 		$28.5M Buy
559,528
+320,961
+135% +$16M 0.14% 176
2026
Q1 		$11.1M Buy
+238,567
New +$11.3M 0.06% 222

Other funds holding PVAL

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
BTWM
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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Fort Washington Investment Advisors's PVAL Position: Q3 2026 in Review

Fort Washington Investment Advisors reduced its Putnam Focused Large Cap Value ETF (PVAL) stake by 18% in Q3 2026, selling an estimated $5.39M and leaving 458,390 shares worth $24.1M. The position accounts for 0.12% of the portfolio, ranked #198.

Fort Washington Investment Advisors first reported a position in PVAL in Q1 2026 and has held it in 3 quarters since. The position peaked at $28.5M in Q2 2026. 42 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • Fort Washington Investment Advisors held 458,390 shares of Putnam Focused Large Cap Value ETF worth $24.1M as of Q3 2026.
  • Fort Washington Investment Advisors sold 101,138 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $5.39M.
  • Putnam Focused Large Cap Value ETF made up 0.12% of Fort Washington Investment Advisors's portfolio in Q3 2026, its #198 holding.
  • Fort Washington Investment Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Fort Washington Investment Advisors's Putnam Focused Large Cap Value ETF position peaked at $28.5M in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.