PFS
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Prospera Financial Services’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Prospera Financial Services’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 		$869K Buy
17,057
+4,894
+40% +$243K 0.01% 825
2026
Q1 		$564K Buy
+12,163
New +$574K 0.01% 942
2024
Q4 		– Sell
-18,001
Closed -$683K – 1172
2024
Q3 		$683K Buy
+18,001
New +$663K 0.02% 620

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

Prospera Financial Services's PVAL Position: Q2 2026 in Review

Prospera Financial Services increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 40% in Q2 2026, buying an estimated $243K and bringing the position to 17,057 shares worth $869K. The position accounts for 0.01% of the portfolio, ranked #825.

Prospera Financial Services first reported a position in PVAL in Q3 2024 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Prospera Financial Services held 17,057 shares of Putnam Focused Large Cap Value ETF worth $869K as of Q2 2026.
  • Prospera Financial Services bought 4,894 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $243K.
  • Putnam Focused Large Cap Value ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #825 holding.
  • Prospera Financial Services first reported a position in Putnam Focused Large Cap Value ETF in Q3 2024 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.