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 Q3	$14.1M	Buy	268,688 +113,535	+73%	+$6.05M	0.24%	83
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

OWA

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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

IFP Advisors's PVAL Position: Q3 2026 in Review

IFP Advisors increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 73% in Q3 2026, buying an estimated $6.05M and bringing the position to 268,688 shares worth $14.1M. The position accounts for 0.24% of the portfolio, ranked #83.

IFP Advisors first reported a position in PVAL in Q3 2024 and has held it in 9 quarters since. 49 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

IFP Advisors held 268,688 shares of Putnam Focused Large Cap Value ETF worth $14.1M as of Q3 2026.
IFP Advisors bought 113,535 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $6.05M.
Putnam Focused Large Cap Value ETF made up 0.24% of IFP Advisors's portfolio in Q3 2026, its #83 holding.
IFP Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
49 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.