PWCM
PVAL icon

Processus Wealth & Capital Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Processus Wealth & Capital Management’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 		$738K Buy
14,486
+1,011
+8% +$50.3K 0.44% 33
2026
Q1 		$625K Buy
13,475
+857
+7% +$40.5K 0.42% 33
2025
Q4 		$575K Buy
12,618
+2,404
+24% +$106K 0.38% 34
2025
Q3 		$436K Buy
+10,214
New +$423K 0.31% 35

Other funds holding PVAL

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Processus Wealth & Capital Management's PVAL Position: Q2 2026 in Review

Processus Wealth & Capital Management increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 7.5% in Q2 2026, buying an estimated $50.3K and bringing the position to 14,486 shares worth $738K. The position accounts for 0.44% of the portfolio, ranked #33.

Processus Wealth & Capital Management first reported a position in PVAL in Q3 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Processus Wealth & Capital Management held 14,486 shares of Putnam Focused Large Cap Value ETF worth $738K as of Q2 2026.
  • Processus Wealth & Capital Management bought 1,011 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $50.3K.
  • Putnam Focused Large Cap Value ETF made up 0.44% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #33 holding.
  • Processus Wealth & Capital Management first reported a position in Putnam Focused Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.