HighTower Advisors
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HighTower Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

HighTower Advisors’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 		$80.9M Buy
1,588,721
+276,068
+21% +$13.7M 0.08% 251
2026
Q1 		$60.9M Buy
1,312,653
+83,799
+7% +$3.96M 0.06% 304
2025
Q4 		$56M Buy
1,228,854
+38,758
+3% +$1.7M 0.06% 318
2025
Q3 		$50.8M Sell
1,190,096
-34,335
-3% -$1.42M 0.06% 335
2025
Q2 		$49.3M Sell
1,224,431
-108,094
-8% -$4.07M 0.06% 320
2025
Q1 		$50.7M Buy
1,332,525
+1,247,125
+1,460% +$47.8M 0.07% 287
2024
Q4 		$3.17M Buy
85,400
+14,555
+21% +$560K ﹤0.01% 1265
2024
Q3 		$2.68M Buy
70,845
+18,373
+35% +$677K ﹤0.01% 1331
2024
Q2 		$1.91M Buy
+52,472
New +$1.87M ﹤0.01% 1476

Other funds holding PVAL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors's PVAL Position: Q2 2026 in Review

HighTower Advisors increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 21% in Q2 2026, buying an estimated $13.7M and bringing the position to 1,588,721 shares worth $80.9M. The position accounts for 0.08% of the portfolio, ranked #251.

HighTower Advisors first reported a position in PVAL in Q2 2024 and has held it in 9 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • HighTower Advisors held 1,588,721 shares of Putnam Focused Large Cap Value ETF worth $80.9M as of Q2 2026.
  • HighTower Advisors bought 276,068 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $13.7M.
  • Putnam Focused Large Cap Value ETF made up 0.08% of HighTower Advisors's portfolio in Q2 2026, its #251 holding.
  • HighTower Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.