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

StoneCrest 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 Q2	$10.1M	Sell	197,882 -7,032	-3%	-$350K	3.22%	7
2026 Q1	$9.51M	Buy	204,914 +1,440	+0.7%	+$68K	4.02%	6
2025 Q4	$9.27M	Buy	203,474 +17,700	+10%	+$777K	3.74%	6
2025 Q3	$7.94M	Buy	185,774 +3,575	+2%	+$148K	3.48%	6
2025 Q2	$7.33M	Buy	182,199 +3,018	+2%	+$114K	3.49%	6
2025 Q1	$6.82M	Buy	179,181 +4,347	+2%	+$167K	4.34%	4
2024 Q4	$6.49M	Buy	174,834 +10,601	+6%	+$408K	4.24%	5
2024 Q3	$6.23M	Buy	+164,233	New	+$6.05M	4.53%	4

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

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

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

StoneCrest Wealth Management's PVAL Position: Q2 2026 in Review

StoneCrest Wealth Management reduced its Putnam Focused Large Cap Value ETF (PVAL) stake by 3.4% in Q2 2026, selling an estimated $350K and leaving 197,882 shares worth $10.1M. The position accounts for 3.22% of the portfolio, ranked #7.

StoneCrest Wealth Management first reported a position in PVAL in Q3 2024 and has held it in 8 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

StoneCrest Wealth Management held 197,882 shares of Putnam Focused Large Cap Value ETF worth $10.1M as of Q2 2026.
StoneCrest Wealth Management sold 7,032 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $350K.
Putnam Focused Large Cap Value ETF made up 3.22% of StoneCrest Wealth Management's portfolio in Q2 2026, its #7 holding.
StoneCrest Wealth Management first reported a position in Putnam Focused Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.