GRP
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Global Retirement Partners’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Global Retirement Partners’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
2025
Q4 		$58.3K Buy
+1,280
New +$56.2K ﹤0.01% 2257
2024
Q4 		$8.8K Buy
+237
New +$9.11K ﹤0.01% 2437

Other funds holding PVAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Global Retirement Partners's PVAL Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q4 2025: 1,280 shares worth $58.3K. The stake represents ﹤0.01% of the portfolio and ranks #2257 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PVAL as recently as Q4 2024.

Global Retirement Partners first reported a position in PVAL in Q4 2024 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold PVAL as of Q4 2025.

  • Global Retirement Partners held 1,280 shares of Putnam Focused Large Cap Value ETF worth $58.3K as of Q4 2025.
  • Putnam Focused Large Cap Value ETF was a new Global Retirement Partners position in Q4 2025.
  • Putnam Focused Large Cap Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2257 holding.
  • Global Retirement Partners first reported a position in Putnam Focused Large Cap Value ETF in Q4 2024 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.