Kingsman Wealth Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Kingsman Wealth Management’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	$1.83M	Sell	35,952 -3,858	-10%	-$192K	0.86%	27
2026 Q1	$1.85M	Buy	39,810 +21,216	+114%	+$1M	1.04%	23
2025 Q4	$847K	Sell	18,594 -327	-2%	-$14.4K	0.46%	34
2025 Q3	$808K	Sell	18,921 -1,500	-7%	-$62.1K	0.45%	36
2025 Q2	$822K	Sell	20,421 -580	-3%	-$21.9K	0.51%	31
2025 Q1	$800K	Buy	+21,001	New	+$805K	0.58%	32

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

Kingsman Wealth Management's PVAL Position: Q2 2026 in Review

Kingsman Wealth Management reduced its Putnam Focused Large Cap Value ETF (PVAL) stake by 9.7% in Q2 2026, selling an estimated $192K and leaving 35,952 shares worth $1.83M. The position accounts for 0.86% of the portfolio, ranked #27.

Kingsman Wealth Management first reported a position in PVAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.85M in Q1 2026. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

Kingsman Wealth Management held 35,952 shares of Putnam Focused Large Cap Value ETF worth $1.83M as of Q2 2026.
Kingsman Wealth Management sold 3,858 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $192K.
Putnam Focused Large Cap Value ETF made up 0.86% of Kingsman Wealth Management's portfolio in Q2 2026, its #27 holding.
Kingsman Wealth Management first reported a position in Putnam Focused Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Kingsman Wealth Management's Putnam Focused Large Cap Value ETF position peaked at $1.85M in Q1 2026.
382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Kingsman Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.