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Pension & Wealth Management Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Pension & Wealth Management 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 		$58K Buy
+1,138
New +$56.6K 0.02% 303

Other funds holding PVAL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Pension & Wealth Management Advisors's PVAL Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 1,138 shares worth $58K. The stake represents 0.02% of the portfolio and ranks #303 among its holdings.

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

  • Pension & Wealth Management Advisors held 1,138 shares of Putnam Focused Large Cap Value ETF worth $58K as of Q2 2026.
  • Putnam Focused Large Cap Value ETF was a new Pension & Wealth Management Advisors position in Q2 2026.
  • Putnam Focused Large Cap Value ETF made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #303 holding.
  • 366 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.