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

Greenbush 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
2026 Q3	$14.2M	Buy	+270,184	New	+$14.4M	4.16%	10

Other funds holding PVAL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Greenbush Financial Group's PVAL Position: Q3 2026 in Review

Greenbush Financial Group opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q3 2026: 270,184 shares worth $14.2M. The stake represents 4.16% of the portfolio and ranks #10 among its holdings.

266 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

Greenbush Financial Group held 270,184 shares of Putnam Focused Large Cap Value ETF worth $14.2M as of Q3 2026.
Putnam Focused Large Cap Value ETF was a new Greenbush Financial Group position in Q3 2026.
Putnam Focused Large Cap Value ETF made up 4.16% of Greenbush Financial Group's portfolio in Q3 2026, its #10 holding.
266 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Greenbush Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.