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Regatta Research & Money Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Regatta Research & Money 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 		$352K Buy
+6,917
New +$344K 0.33% 62

Other funds holding PVAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Regatta Research & Money Management's PVAL Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 6,917 shares worth $352K. The stake represents 0.33% of the portfolio and ranks #62 among its holdings.

312 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Regatta Research & Money Management held 6,917 shares of Putnam Focused Large Cap Value ETF worth $352K as of Q2 2026.
  • Putnam Focused Large Cap Value ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Putnam Focused Large Cap Value ETF made up 0.33% of Regatta Research & Money Management's portfolio in Q2 2026, its #62 holding.
  • 312 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.