JFS Wealth Advisors
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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
Q3 		$19.3K Hold
367
– – ﹤0.01% 766
2026
Q2 		$18.7K Buy
+367
New +$18.2K ﹤0.01% 786

Other funds holding PVAL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
OBWA
Oak Barrel Wealth Advisory Reston, Virginia $232M AUM

JFS Wealth Advisors's PVAL Position: Q3 2026 in Review

JFS Wealth Advisors held its Putnam Focused Large Cap Value ETF (PVAL) position steady in Q3 2026 at 367 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

JFS Wealth Advisors first reported a position in PVAL in Q2 2026 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • JFS Wealth Advisors held 367 shares of Putnam Focused Large Cap Value ETF worth $19.3K as of Q3 2026.
  • JFS Wealth Advisors left its Putnam Focused Large Cap Value ETF share count unchanged in Q3 2026.
  • Putnam Focused Large Cap Value ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #766 holding.
  • JFS Wealth Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.