SIAS
PVAL icon

Summit Investment Advisory Services’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Summit Investment Advisory Services’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 		$44.1M Buy
+865,998
New +$43.1M 11.07% 2

Other funds holding PVAL

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SWA
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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Summit Investment Advisory Services's PVAL Position: Q2 2026 in Review

Summit Investment Advisory Services opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 865,998 shares worth $44.1M. The stake represents 11.07% of the portfolio and ranks #2 among its holdings.

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

  • Summit Investment Advisory Services held 865,998 shares of Putnam Focused Large Cap Value ETF worth $44.1M as of Q2 2026.
  • Putnam Focused Large Cap Value ETF was a new Summit Investment Advisory Services position in Q2 2026.
  • Putnam Focused Large Cap Value ETF made up 11.07% of Summit Investment Advisory Services's portfolio in Q2 2026, its #2 holding.
  • 111 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.