IAG Wealth Partners
PVAL icon

IAG Wealth Partners’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

IAG Wealth Partners’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 		$22.8M Buy
433,172
+433,045
+340,980% +$23.1M 2.14% 19
2026
Q2 		$6.47K Hold
127
– – ﹤0.01% 406
2026
Q1 		$5.89K Hold
127
– – ﹤0.01% 415
2025
Q4 		$5.79K Buy
+127
New +$5.58K ﹤0.01% 400

Other funds holding PVAL

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

IAG Wealth Partners's PVAL Position: Q3 2026 in Review

IAG Wealth Partners increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 340,980% in Q3 2026, buying an estimated $23.1M and bringing the position to 433,172 shares worth $22.8M. The position accounts for 2.14% of the portfolio, ranked #19.

IAG Wealth Partners first reported a position in PVAL in Q4 2025 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • IAG Wealth Partners held 433,172 shares of Putnam Focused Large Cap Value ETF worth $22.8M as of Q3 2026.
  • IAG Wealth Partners bought 433,045 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $23.1M.
  • Putnam Focused Large Cap Value ETF made up 2.14% of IAG Wealth Partners's portfolio in Q3 2026, its #19 holding.
  • IAG Wealth Partners first reported a position in Putnam Focused Large Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 370 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.