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Goldstone Financial Group’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Goldstone Financial Group’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
2024
Q4 		– Sell
-13,368
Closed -$507K – 212
2024
Q3 		$507K Buy
+13,368
New +$492K 0.09% 116

Other funds holding PVAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

Goldstone Financial Group's PVAL Position: Q4 2024 in Review

Goldstone Financial Group sold out of Putnam Focused Large Cap Value ETF (PVAL) in Q4 2024, closing a stake of 13,368 shares — an estimated $507K sold.

Goldstone Financial Group first reported a position in PVAL in Q3 2024 and held it in 1 quarter. The position peaked at $507K in Q3 2024. 118 funds tracked by Wall St. Rank hold PVAL as of Q4 2024.

  • Goldstone Financial Group reported no remaining Putnam Focused Large Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Goldstone Financial Group sold 13,368 Putnam Focused Large Cap Value ETF shares in Q4 2024, an estimated $507K.
  • Goldstone Financial Group first reported a position in Putnam Focused Large Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Goldstone Financial Group's Putnam Focused Large Cap Value ETF position peaked at $507K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q4 2024.

Based on Goldstone Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.