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

Integrated Advisors Network’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	$11.9M	Buy	234,538 +8,378	+4%	+$416K	0.55%	37
2026 Q1	$10.5M	Sell	226,160 -5,111	-2%	-$241K	0.55%	36
2025 Q4	$10.5M	Buy	231,271 +74,439	+47%	+$3.27M	0.47%	44
2025 Q3	$6.7M	Buy	156,832 +17,157	+12%	+$710K	0.28%	85
2025 Q2	$5.62M	Buy	139,675 +4,858	+4%	+$183K	0.25%	100
2025 Q1	$5.13M	Sell	134,817 -3,030	-2%	-$116K	0.26%	89
2024 Q4	$5.12M	Sell	137,847 -1,344	-1%	-$51.7K	0.24%	100
2024 Q3	$5.28M	Buy	+139,191	New	+$5.13M	0.25%	104

Other funds holding PVAL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Integrated Advisors Network's PVAL Position: Q2 2026 in Review

Integrated Advisors Network increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 3.7% in Q2 2026, buying an estimated $416K and bringing the position to 234,538 shares worth $11.9M. The position accounts for 0.55% of the portfolio, ranked #37.

Integrated Advisors Network 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.

Integrated Advisors Network held 234,538 shares of Putnam Focused Large Cap Value ETF worth $11.9M as of Q2 2026.
Integrated Advisors Network bought 8,378 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $416K.
Putnam Focused Large Cap Value ETF made up 0.55% of Integrated Advisors Network's portfolio in Q2 2026, its #37 holding.
Integrated Advisors Network 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 Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.