Golden State Wealth Management
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Golden State Wealth Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Golden State Wealth Management’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 		$2.67M Buy
50,761
+50,636
+40,509% +$2.7M 0.24% 93
2026
Q2 		$6.37K Buy
+125
New +$6.21K ﹤0.01% 1212

Other funds holding PVAL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Golden State Wealth Management's PVAL Position: Q3 2026 in Review

Golden State Wealth Management increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 40,509% in Q3 2026, buying an estimated $2.7M and bringing the position to 50,761 shares worth $2.67M. The position accounts for 0.24% of the portfolio, ranked #93.

Golden State Wealth Management first reported a position in PVAL in Q2 2026 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • Golden State Wealth Management held 50,761 shares of Putnam Focused Large Cap Value ETF worth $2.67M as of Q3 2026.
  • Golden State Wealth Management bought 50,636 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $2.7M.
  • Putnam Focused Large Cap Value ETF made up 0.24% of Golden State Wealth Management's portfolio in Q3 2026, its #93 holding.
  • Golden State Wealth Management first reported a position in Putnam Focused Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 266 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.