Foster Victor Wealth Advisors
PVAL icon

Foster Victor Wealth Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Foster Victor 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
Q3 		$635K Hold
11,794
– – 0.03% 173
2026
Q2 		$610K Buy
+11,794
New +$586K 0.03% 167

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Opal Wealth Advisors
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Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return
Baker Tilly Wealth Management
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
Bucket List Wealth Management
Bucket List Wealth Management The Villages, Florida $208M AUM 15.19% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Foster Victor Wealth Advisors's PVAL Position: Q3 2026 in Review

Foster Victor Wealth Advisors held its Putnam Focused Large Cap Value ETF (PVAL) position steady in Q3 2026 at 11,794 shares worth $635K. The position accounts for 0.03% of the portfolio, ranked #173.

Foster Victor Wealth Advisors first reported a position in PVAL in Q2 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • Foster Victor Wealth Advisors held 11,794 shares of Putnam Focused Large Cap Value ETF worth $635K as of Q3 2026.
  • Foster Victor Wealth Advisors left its Putnam Focused Large Cap Value ETF share count unchanged in Q3 2026.
  • Putnam Focused Large Cap Value ETF made up 0.03% of Foster Victor Wealth Advisors's portfolio in Q3 2026, its #173 holding.
  • Foster Victor Wealth Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.