IA
PVAL icon

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

IFP 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 		$7.91M Buy
155,153
+22,211
+17% +$1.1M 0.14% 156
2026
Q1 		$6.17M Buy
132,942
+52,668
+66% +$2.49M 0.13% 181
2025
Q4 		$3.66M Buy
80,274
+2,008
+3% +$88.1K 0.08% 262
2025
Q3 		$3.34M Buy
78,266
+9,886
+14% +$409K 0.09% 251
2025
Q2 		$2.75M Buy
68,380
+46,792
+217% +$1.76M 0.08% 283
2025
Q1 		$822K Buy
21,588
+3,900
+22% +$149K 0.03% 604
2024
Q4 		$657K Buy
17,688
+2,175
+14% +$83.6K 0.02% 645
2024
Q3 		$589K Buy
+15,513
New +$571K 0.02% 632

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

IFP Advisors's PVAL Position: Q2 2026 in Review

IFP Advisors increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 17% in Q2 2026, buying an estimated $1.1M and bringing the position to 155,153 shares worth $7.91M. The position accounts for 0.14% of the portfolio, ranked #156.

IFP Advisors first reported a position in PVAL in Q3 2024 and has held it in 8 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • IFP Advisors held 155,153 shares of Putnam Focused Large Cap Value ETF worth $7.91M as of Q2 2026.
  • IFP Advisors bought 22,211 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $1.1M.
  • Putnam Focused Large Cap Value ETF made up 0.14% of IFP Advisors's portfolio in Q2 2026, its #156 holding.
  • IFP Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.