SAI
PVAL icon

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

Savvy Advisors Inc’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 		$237K Sell
4,653
-89
-2% -$4.42K 0.01% 1101
2026
Q1 		$220K Buy
4,742
+2
+0% +$94 0.01% 1012
2025
Q4 		$216K Sell
4,740
-8,143
-63% -$357K 0.01% 927
2025
Q3 		$550K Buy
+12,883
New +$533K 0.03% 404

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

Savvy Advisors Inc's PVAL Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Putnam Focused Large Cap Value ETF (PVAL) stake by 1.9% in Q2 2026, selling an estimated $4.42K and leaving 4,653 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #1101.

Savvy Advisors Inc first reported a position in PVAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $550K in Q3 2025. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Savvy Advisors Inc held 4,653 shares of Putnam Focused Large Cap Value ETF worth $237K as of Q2 2026.
  • Savvy Advisors Inc sold 89 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $4.42K.
  • Putnam Focused Large Cap Value ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1101 holding.
  • Savvy Advisors Inc first reported a position in Putnam Focused Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's Putnam Focused Large Cap Value ETF position peaked at $550K in Q3 2025.
  • 382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.