Global Retirement Partners
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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
2026
Q2 		$2.67M Buy
+52,493
New +$2.61M 0.04% 401
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Global Retirement Partners's PVAL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 52,493 shares worth $2.67M. The stake represents 0.04% of the portfolio and ranks #401 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PVAL as recently as Q4 2025.

Global Retirement Partners first reported a position in PVAL in Q4 2024 and has held it in 3 quarters since. 381 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Global Retirement Partners held 52,493 shares of Putnam Focused Large Cap Value ETF worth $2.67M as of Q2 2026.
  • Putnam Focused Large Cap Value ETF was a new Global Retirement Partners position in Q2 2026.
  • Putnam Focused Large Cap Value ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #401 holding.
  • Global Retirement Partners first reported a position in Putnam Focused Large Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 381 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.