PSI Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

PSI 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 Q3	$298K	Buy	+5,655	New	+$301K	0.07%	117

Other funds holding PVAL

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

PSI Advisors's PVAL Position: Q3 2026 in Review

PSI Advisors opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q3 2026: 5,655 shares worth $298K. The stake represents 0.07% of the portfolio and ranks #117 among its holdings.

370 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

PSI Advisors held 5,655 shares of Putnam Focused Large Cap Value ETF worth $298K as of Q3 2026.
Putnam Focused Large Cap Value ETF was a new PSI Advisors position in Q3 2026.
Putnam Focused Large Cap Value ETF made up 0.07% of PSI Advisors's portfolio in Q3 2026, its #117 holding.
370 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on PSI Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.