SeaCrest Wealth Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

SeaCrest Wealth Management’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	$6.55M	Buy	124,530 +7,434	+6%	+$396K	0.74%	23
2026 Q2	$5.97M	Buy	117,096 +8,415	+8%	+$418K	0.66%	27
2026 Q1	$5.04M	Sell	108,681 -1,337	-1%	-$63.1K	0.54%	33
2025 Q4	$5.09M	Buy	110,018 +3,778	+4%	+$166K	0.52%	29
2025 Q3	$4.54M	Buy	106,240 +15,337	+17%	+$635K	0.48%	32
2025 Q2	$3.66M	Buy	90,903 +14,548	+19%	+$548K	0.4%	39
2025 Q1	$2.91M	Buy	76,355 +14,250	+23%	+$546K	0.33%	51
2024 Q4	$2.31M	Buy	62,105 +31,300	+102%	+$1.2M	0.24%	72
2024 Q3	$1.17M	Buy	+30,805	New	+$1.13M	0.13%	156

Other funds holding PVAL

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

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

Bucket List Wealth Management The Villages, Florida $208M AUM 15.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SeaCrest Wealth Management's PVAL Position: Q3 2026 in Review

SeaCrest Wealth Management increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 6.3% in Q3 2026, buying an estimated $396K and bringing the position to 124,530 shares worth $6.55M. The position accounts for 0.74% of the portfolio, ranked #23.

SeaCrest Wealth Management first reported a position in PVAL in Q3 2024 and has held it in 9 quarters since. 92 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

SeaCrest Wealth Management held 124,530 shares of Putnam Focused Large Cap Value ETF worth $6.55M as of Q3 2026.
SeaCrest Wealth Management bought 7,434 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $396K.
Putnam Focused Large Cap Value ETF made up 0.74% of SeaCrest Wealth Management's portfolio in Q3 2026, its #23 holding.
SeaCrest Wealth Management first reported a position in Putnam Focused Large Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
92 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.