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

JFS 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	$18.7K	Buy	+367	New	+$18.2K	﹤0.01%	786

Other funds holding PVAL

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 367 shares worth $18.7K. The stake represents ﹤0.01% of the portfolio and ranks #786 among its holdings.

153 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

JFS Wealth Advisors held 367 shares of Putnam Focused Large Cap Value ETF worth $18.7K as of Q2 2026.
Putnam Focused Large Cap Value ETF was a new JFS Wealth Advisors position in Q2 2026.
Putnam Focused Large Cap Value ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #786 holding.
153 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.