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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
Q2 		$6.37K Buy
+125
New +$6.21K ﹤0.01% 1212

Other funds holding PVAL

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Golden State Wealth Management's PVAL Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 125 shares worth $6.37K. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings.

98 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Golden State Wealth Management held 125 shares of Putnam Focused Large Cap Value ETF worth $6.37K as of Q2 2026.
  • Putnam Focused Large Cap Value ETF was a new Golden State Wealth Management position in Q2 2026.
  • Putnam Focused Large Cap Value ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1212 holding.
  • 98 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.