Midwest Capital Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Midwest Capital Advisors’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	$10.5M	Buy	206,524 +41,860	+25%	+$2.08M	4.27%	6
2026 Q1	$7.64M	Buy	164,664 +35,478	+27%	+$1.68M	3.57%	9
2025 Q4	$5.89M	Buy	129,186 +20,462	+19%	+$898K	2.82%	11
2025 Q3	$4.64M	Buy	108,724 +3,740	+4%	+$155K	2.24%	15
2025 Q2	$4.22M	Buy	104,984 +14,992	+17%	+$565K	2.23%	16
2025 Q1	$3.43M	Buy	89,992 +10,326	+13%	+$396K	2.1%	16
2024 Q4	$2.96M	Buy	+79,666	New	+$3.06M	2.16%	11

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

Midwest Capital Advisors's PVAL Position: Q2 2026 in Review

Midwest Capital Advisors increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 25% in Q2 2026, buying an estimated $2.08M and bringing the position to 206,524 shares worth $10.5M. The position accounts for 4.27% of the portfolio, ranked #6.

Midwest Capital Advisors first reported a position in PVAL in Q4 2024 and has held it in 7 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

Midwest Capital Advisors held 206,524 shares of Putnam Focused Large Cap Value ETF worth $10.5M as of Q2 2026.
Midwest Capital Advisors bought 41,860 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $2.08M.
Putnam Focused Large Cap Value ETF made up 4.27% of Midwest Capital Advisors's portfolio in Q2 2026, its #6 holding.
Midwest Capital Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.