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Green Ridge Wealth Planning’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Green Ridge Wealth Planning’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 		$13.6M Buy
259,011
+52,506
+25% +$2.8M 5.47% 6
2026
Q2 		$10.5M Buy
206,505
+29,022
+16% +$1.44M 4.43% 7
2026
Q1 		$8.24M Buy
+177,483
New +$8.38M 4.33% 8

Other funds holding PVAL

BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Green Ridge Wealth Planning's PVAL Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 25% in Q3 2026, buying an estimated $2.8M and bringing the position to 259,011 shares worth $13.6M. The position accounts for 5.47% of the portfolio, ranked #6.

Green Ridge Wealth Planning first reported a position in PVAL in Q1 2026 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • Green Ridge Wealth Planning held 259,011 shares of Putnam Focused Large Cap Value ETF worth $13.6M as of Q3 2026.
  • Green Ridge Wealth Planning bought 52,506 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $2.8M.
  • Putnam Focused Large Cap Value ETF made up 5.47% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #6 holding.
  • Green Ridge Wealth Planning first reported a position in Putnam Focused Large Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.