Midwest Financial Group’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Midwest Financial Group’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	$8.77M	Buy	166,724 +1,116	+0.7%	+$59.5K	2.97%	8
2026 Q2	$8.44M	Buy	165,608 +10,979	+7%	+$546K	2.96%	8
2026 Q1	$7.17M	Buy	154,629 +4,325	+3%	+$204K	3.06%	8
2025 Q4	$6.85M	Buy	+150,304	New	+$6.6M	3.03%	8

Other funds holding PVAL

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

OWA

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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

BTWM

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

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Midwest Financial Group's PVAL Position: Q3 2026 in Review

Midwest Financial Group increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 0.67% in Q3 2026, buying an estimated $59.5K and bringing the position to 166,724 shares worth $8.77M. The position accounts for 2.97% of the portfolio, ranked #8.

Midwest Financial Group first reported a position in PVAL in Q4 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

Midwest Financial Group held 166,724 shares of Putnam Focused Large Cap Value ETF worth $8.77M as of Q3 2026.
Midwest Financial Group bought 1,116 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $59.5K.
Putnam Focused Large Cap Value ETF made up 2.97% of Midwest Financial Group's portfolio in Q3 2026, its #8 holding.
Midwest Financial Group first reported a position in Putnam Focused Large Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
62 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.