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Mount Yale Investment Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-751,791
Closed -$30.2M – 1376
2025
Q2 		$30.2M Buy
+751,791
New +$28.3M 2.36% 6

Other funds holding PVAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mount Yale Investment Advisors's PVAL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Putnam Focused Large Cap Value ETF (PVAL) in Q3 2025, closing a stake of 751,791 shares — an estimated $30.2M sold.

Mount Yale Investment Advisors first reported a position in PVAL in Q2 2025 and held it in 1 quarter. The position peaked at $30.2M in Q2 2025. 200 funds tracked by Wall St. Rank hold PVAL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Putnam Focused Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 751,791 Putnam Focused Large Cap Value ETF shares in Q3 2025, an estimated $30.2M.
  • Mount Yale Investment Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Putnam Focused Large Cap Value ETF position peaked at $30.2M in Q2 2025.
  • 200 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.