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RMR Wealth Builders’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

RMR Wealth Builders’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 		$1.27M Buy
24,847
+61
+0.2% +$3.03K 0.08% 117
2026
Q1 		$1.15M Buy
24,786
+171
+0.7% +$8.07K 0.09% 108
2025
Q4 		$1.12M Buy
24,615
+7,416
+43% +$326K 0.09% 110
2025
Q3 		$735K Buy
+17,199
New +$712K 0.06% 138

Other funds holding PVAL

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

RMR Wealth Builders's PVAL Position: Q2 2026 in Review

RMR Wealth Builders increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 0.25% in Q2 2026, buying an estimated $3.03K and bringing the position to 24,847 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #117.

RMR Wealth Builders first reported a position in PVAL in Q3 2025 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • RMR Wealth Builders held 24,847 shares of Putnam Focused Large Cap Value ETF worth $1.27M as of Q2 2026.
  • RMR Wealth Builders bought 61 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $3.03K.
  • Putnam Focused Large Cap Value ETF made up 0.08% of RMR Wealth Builders's portfolio in Q2 2026, its #117 holding.
  • RMR Wealth Builders first reported a position in Putnam Focused Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 153 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.