SOA Wealth Advisors
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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
Q3 		– Sell
-26
Closed -$1.32K – 883
2026
Q2 		$1.32K Buy
+26
New +$1.29K ﹤0.01% 787

Other funds holding PVAL

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

SOA Wealth Advisors's PVAL Position: Q3 2026 in Review

SOA Wealth Advisors sold out of Putnam Focused Large Cap Value ETF (PVAL) in Q3 2026, closing a stake of 26 shares — an estimated $1.32K sold.

SOA Wealth Advisors first reported a position in PVAL in Q2 2026 and held it in 1 quarter. The position peaked at $1.32K in Q2 2026. 370 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • SOA Wealth Advisors reported no remaining Putnam Focused Large Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 26 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $1.32K.
  • SOA Wealth Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q2 2026 and held it in 1 quarter.
  • SOA Wealth Advisors's Putnam Focused Large Cap Value ETF position peaked at $1.32K in Q2 2026.
  • 370 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.