Key Client Fiduciary Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Key Client Fiduciary 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	$14.6M	Buy	277,051 +29,234	+12%	+$1.56M	4.07%	4
2026 Q2	$12.6M	Buy	247,817 +40,683	+20%	+$2.02M	3.64%	5
2026 Q1	$9.6M	Buy	207,134 +72,336	+54%	+$3.42M	3.27%	4
2025 Q4	$6.14M	Buy	134,798 +123,228	+1,065%	+$5.41M	2.09%	11
2025 Q3	$494K	Buy	11,570 +1,542	+15%	+$63.8K	0.16%	119
2025 Q2	$403K	Buy	10,028 +620	+7%	+$23.4K	0.16%	129
2025 Q1	$358K	Buy	9,408 +438	+5%	+$16.8K	0.16%	131
2024 Q4	$333K	Buy	+8,970	New	+$345K	0.15%	138

Other funds holding PVAL

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $124M AUM 17.41% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bucket List Wealth Management The Villages, Florida $208M AUM 15.19% 1-Year Est. Return

Key Client Fiduciary Advisors's PVAL Position: Q3 2026 in Review

Key Client Fiduciary Advisors increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 12% in Q3 2026, buying an estimated $1.56M and bringing the position to 277,051 shares worth $14.6M. The position accounts for 4.07% of the portfolio, ranked #4.

Key Client Fiduciary Advisors first reported a position in PVAL in Q4 2024 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

Key Client Fiduciary Advisors held 277,051 shares of Putnam Focused Large Cap Value ETF worth $14.6M as of Q3 2026.
Key Client Fiduciary Advisors bought 29,234 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $1.56M.
Putnam Focused Large Cap Value ETF made up 4.07% of Key Client Fiduciary Advisors's portfolio in Q3 2026, its #4 holding.
Key Client Fiduciary Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
101 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.