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

SOA 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 Q2	$1.32K	Buy	+26	New	+$1.29K	﹤0.01%	787

Other funds holding PVAL

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

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Bucket List Wealth Management The Villages, Florida $203M AUM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

SOA Wealth Advisors's PVAL Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 26 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings.

76 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

SOA Wealth Advisors held 26 shares of Putnam Focused Large Cap Value ETF worth $1.32K as of Q2 2026.
Putnam Focused Large Cap Value ETF was a new SOA Wealth Advisors position in Q2 2026.
Putnam Focused Large Cap Value ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #787 holding.
76 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.