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

Scarborough 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 		– Sell
-14,035
Closed -$721K – 100
2026
Q2 		$721K Buy
+14,035
New +$698K 0.08% 81

Other funds holding PVAL

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Amplius Wealth Advisors
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Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Auctus Advisors
Auctus Advisors Charlotte, North Carolina $124M AUM 17.41% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Scarborough Advisors's PVAL Position: Q3 2026 in Review

Scarborough Advisors sold out of Putnam Focused Large Cap Value ETF (PVAL) in Q3 2026, closing a stake of 14,035 shares — an estimated $721K sold.

Scarborough Advisors first reported a position in PVAL in Q2 2026 and held it in 1 quarter. The position peaked at $721K in Q2 2026. 138 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • Scarborough Advisors reported no remaining Putnam Focused Large Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Scarborough Advisors sold 14,035 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $721K.
  • Scarborough Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q2 2026 and held it in 1 quarter.
  • Scarborough Advisors's Putnam Focused Large Cap Value ETF position peaked at $721K in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Scarborough Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.