Insigneo Advisory Services’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.06M Buy
22,884
+3,007
+15% +$142K 0.08% 211
2025
Q4
$906K Buy
+19,877
New +$873K 0.07% 228

Other funds holding PVAL

Insigneo Advisory Services's PVAL Position: Q1 2026 in Review

Insigneo Advisory Services increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 15% in Q1 2026, buying an estimated $142K and bringing the position to 22,884 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #211.

Insigneo Advisory Services first reported a position in PVAL in Q4 2025 and has held it in 2 quarters since. 314 funds tracked by Wall St. Rank hold PVAL as of Q1 2026.

  • Insigneo Advisory Services held 22,884 shares of Putnam Focused Large Cap Value ETF worth $1.06M as of Q1 2026.
  • Insigneo Advisory Services bought 3,007 Putnam Focused Large Cap Value ETF shares in Q1 2026, an estimated $142K.
  • Putnam Focused Large Cap Value ETF made up 0.08% of Insigneo Advisory Services's portfolio in Q1 2026, its #211 holding.
  • Insigneo Advisory Services first reported a position in Putnam Focused Large Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 314 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.