IWA
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IVC Wealth Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

IVC Wealth 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 		$16.2M Sell
318,688
-2,344
-0.7% -$117K 6.33% 2
2026
Q1 		$14.9M Buy
321,032
+9,200
+3% +$434K 6.47% 2
2025
Q4 		$14.2M Buy
311,832
+4,170
+1% +$183K 6.18% 3
2025
Q3 		$13.1M Buy
307,662
+37,242
+14% +$1.54M 5.87% 3
2025
Q2 		$10.9M Buy
270,420
+87,824
+48% +$3.31M 5.3% 3
2025
Q1 		$6.95M Buy
+182,596
New +$7M 3.74% 4

Other funds holding PVAL

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BLWM
Bucket List Wealth Management The Villages, Florida $203M AUM
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

IVC Wealth Advisors's PVAL Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Putnam Focused Large Cap Value ETF (PVAL) stake by 0.73% in Q2 2026, selling an estimated $117K and leaving 318,688 shares worth $16.2M. The position accounts for 6.33% of the portfolio, ranked #2.

IVC Wealth Advisors first reported a position in PVAL in Q1 2025 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • IVC Wealth Advisors held 318,688 shares of Putnam Focused Large Cap Value ETF worth $16.2M as of Q2 2026.
  • IVC Wealth Advisors sold 2,344 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $117K.
  • Putnam Focused Large Cap Value ETF made up 6.33% of IVC Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • IVC Wealth Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 58 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.