KPP Advisory Services’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

KPP Advisory Services’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	$636K	Buy	+12,095	New	+$645K	0.11%	163

Other funds holding PVAL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

OBWA

Oak Barrel Wealth Advisory Reston, Virginia $232M AUM

KPP Advisory Services's PVAL Position: Q3 2026 in Review

KPP Advisory Services opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q3 2026: 12,095 shares worth $636K. The stake represents 0.11% of the portfolio and ranks #163 among its holdings.

220 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

KPP Advisory Services held 12,095 shares of Putnam Focused Large Cap Value ETF worth $636K as of Q3 2026.
Putnam Focused Large Cap Value ETF was a new KPP Advisory Services position in Q3 2026.
Putnam Focused Large Cap Value ETF made up 0.11% of KPP Advisory Services's portfolio in Q3 2026, its #163 holding.
220 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on KPP Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.