Signature Estate & Investment Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Signature Estate & Investment 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 Q2	$3.91M	Buy	76,746 +476	+0.6%	+$23.7K	0.07%	121
2026 Q1	$3.54M	Buy	76,270 +40,724	+115%	+$1.92M	0.07%	125
2025 Q4	$1.62M	Buy	35,546 +1,316	+4%	+$57.8K	0.03%	185
2025 Q3	$1.46M	Buy	+34,230	New	+$1.42M	0.03%	199

Other funds holding PVAL

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Signature Estate & Investment Advisors's PVAL Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 0.62% in Q2 2026, buying an estimated $23.7K and bringing the position to 76,746 shares worth $3.91M. The position accounts for 0.07% of the portfolio, ranked #121.

Signature Estate & Investment Advisors first reported a position in PVAL in Q3 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

Signature Estate & Investment Advisors held 76,746 shares of Putnam Focused Large Cap Value ETF worth $3.91M as of Q2 2026.
Signature Estate & Investment Advisors bought 476 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $23.7K.
Putnam Focused Large Cap Value ETF made up 0.07% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #121 holding.
Signature Estate & Investment Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
224 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.