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

Signature Wealth Management Group’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 Q1	$352K	Buy	+7,592	New	+$359K	0.13%	109

Other funds holding PVAL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Signature Wealth Management Group's PVAL Position: Q1 2026 in Review

Signature Wealth Management Group opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q1 2026: 7,592 shares worth $352K. The stake represents 0.13% of the portfolio and ranks #109 among its holdings.

315 funds tracked by Wall St. Rank hold PVAL as of Q1 2026.

Signature Wealth Management Group held 7,592 shares of Putnam Focused Large Cap Value ETF worth $352K as of Q1 2026.
Putnam Focused Large Cap Value ETF was a new Signature Wealth Management Group position in Q1 2026.
Putnam Focused Large Cap Value ETF made up 0.13% of Signature Wealth Management Group's portfolio in Q1 2026, its #109 holding.
315 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.