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

Level Four 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	$294K	Buy	+5,587	New	+$298K	0.01%	776

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Level Four Advisory Services's PVAL Position: Q3 2026 in Review

Level Four Advisory Services opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q3 2026: 5,587 shares worth $294K. The stake represents 0.01% of the portfolio and ranks #776 among its holdings.

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

Level Four Advisory Services held 5,587 shares of Putnam Focused Large Cap Value ETF worth $294K as of Q3 2026.
Putnam Focused Large Cap Value ETF was a new Level Four Advisory Services position in Q3 2026.
Putnam Focused Large Cap Value ETF made up 0.01% of Level Four Advisory Services's portfolio in Q3 2026, its #776 holding.
301 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Level Four Advisory Services's 13F filing for Q3 2026, filed 6 Nov 2026.