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

Independent 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
Q2 		$2.02M Buy
39,708
+3,543
+10% +$176K 0.04% 451
2026
Q1 		$1.68M Buy
36,165
+17,649
+95% +$833K 0.04% 445
2025
Q4 		$844K Buy
18,516
+518
+3% +$22.7K 0.02% 687
2025
Q3 		$769K Buy
17,998
+6,073
+51% +$251K 0.02% 687
2025
Q2 		$480K Buy
+11,925
New +$450K 0.01% 802

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

Independent Financial Group's PVAL Position: Q2 2026 in Review

Independent Financial Group increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 9.8% in Q2 2026, buying an estimated $176K and bringing the position to 39,708 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #451.

Independent Financial Group first reported a position in PVAL in Q2 2025 and has held it in 5 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Independent Financial Group held 39,708 shares of Putnam Focused Large Cap Value ETF worth $2.02M as of Q2 2026.
  • Independent Financial Group bought 3,543 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $176K.
  • Putnam Focused Large Cap Value ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #451 holding.
  • Independent Financial Group first reported a position in Putnam Focused Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.