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 Q3	$2.31M	Buy	43,975 +8,023	+22%	+$428K	1.03%	27
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

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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Kingsman Wealth Management's PVAL Position: Q3 2026 in Review

Kingsman Wealth Management increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 22% in Q3 2026, buying an estimated $428K and bringing the position to 43,975 shares worth $2.31M. The position accounts for 1.03% of the portfolio, ranked #27.

Kingsman Wealth Management first reported a position in PVAL in Q1 2025 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

Kingsman Wealth Management held 43,975 shares of Putnam Focused Large Cap Value ETF worth $2.31M as of Q3 2026.
Kingsman Wealth Management bought 8,023 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $428K.
Putnam Focused Large Cap Value ETF made up 1.03% of Kingsman Wealth Management's portfolio in Q3 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 7 quarters since.
97 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Kingsman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.