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Principle Wealth Partners’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Principle Wealth Partners’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 		$334K Sell
6,550
-2,550
-28% -$127K 0.02% 310
2026
Q1 		$422K Sell
9,100
-1,047
-10% -$49.4K 0.02% 268
2025
Q4 		$462K Sell
10,147
-235
-2% -$10.3K 0.03% 250
2025
Q3 		$444K Sell
10,382
-233
-2% -$9.65K 0.03% 252
2025
Q2 		$427K Sell
10,615
-652
-6% -$24.6K 0.03% 249
2025
Q1 		$429K Buy
11,267
+3,754
+50% +$144K 0.03% 241
2024
Q4 		$279K Buy
+7,513
New +$289K 0.02% 296

Other funds holding PVAL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Principle Wealth Partners's PVAL Position: Q2 2026 in Review

Principle Wealth Partners reduced its Putnam Focused Large Cap Value ETF (PVAL) stake by 28% in Q2 2026, selling an estimated $127K and leaving 6,550 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #310.

Principle Wealth Partners first reported a position in PVAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $462K in Q4 2025. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Principle Wealth Partners held 6,550 shares of Putnam Focused Large Cap Value ETF worth $334K as of Q2 2026.
  • Principle Wealth Partners sold 2,550 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $127K.
  • Putnam Focused Large Cap Value ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #310 holding.
  • Principle Wealth Partners first reported a position in Putnam Focused Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Principle Wealth Partners's Putnam Focused Large Cap Value ETF position peaked at $462K in Q4 2025.
  • 382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.