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

Sax Wealth 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	$55.8M	Buy	1,060,337 +218,492	+26%	+$11.6M	1.59%	12
2026 Q2	$39.1M	Buy	841,845 +159,214	+23%	+$7.91M	1.59%	13
2026 Q1	$31.1M	Sell	682,631 -3,400	-0.5%	-$161K	1.51%	13
2025 Q4	$31.3M	Buy	686,031 +152,882	+29%	+$6.71M	1.47%	14
2025 Q3	$22.8M	Buy	533,149 +172,992	+48%	+$7.16M	1.22%	16
2025 Q2	$14.5M	Buy	360,157 +204,071	+131%	+$7.69M	0.87%	25
2025 Q1	$5.94M	Buy	156,086 +67,438	+76%	+$2.58M	0.43%	39
2024 Q4	$3.29M	Buy	+88,648	New	+$3.41M	0.26%	53

Other funds holding PVAL

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Sax Wealth Advisors's PVAL Position: Q3 2026 in Review

Sax Wealth Advisors increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 26% in Q3 2026, buying an estimated $11.6M and bringing the position to 1,060,337 shares worth $55.8M. The position accounts for 1.59% of the portfolio, ranked #12.

Sax Wealth Advisors first reported a position in PVAL in Q4 2024 and has held it in 8 quarters since. 22 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

Sax Wealth Advisors held 1,060,337 shares of Putnam Focused Large Cap Value ETF worth $55.8M as of Q3 2026.
Sax Wealth Advisors bought 218,492 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $11.6M.
Putnam Focused Large Cap Value ETF made up 1.59% of Sax Wealth Advisors's portfolio in Q3 2026, its #12 holding.
Sax Wealth Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
22 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.