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Tempus Wealth Planning’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Tempus Wealth Planning’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 		$4.74M Buy
92,966
+20,830
+29% +$1.04M 0.93% 23
2026
Q1 		$3.35M Buy
72,136
+4,900
+7% +$231K 0.77% 29
2025
Q4 		$3.06M Buy
67,236
+1,900
+3% +$83.4K 0.7% 32
2025
Q3 		$2.79M Buy
65,336
+406
+0.6% +$16.8K 0.64% 33
2025
Q2 		$2.61M Sell
64,930
-44,590
-41% -$1.68M 0.65% 38
2025
Q1 		$4.17M Buy
109,520
+2,000
+2% +$76.6K 1.25% 18
2024
Q4 		$3.99M Buy
+107,520
New +$4.13M 1.22% 18

Other funds holding PVAL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tempus Wealth Planning's PVAL Position: Q2 2026 in Review

Tempus Wealth Planning increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 29% in Q2 2026, buying an estimated $1.04M and bringing the position to 92,966 shares worth $4.74M. The position accounts for 0.93% of the portfolio, ranked #23.

Tempus Wealth Planning first reported a position in PVAL in Q4 2024 and has held it in 7 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Tempus Wealth Planning held 92,966 shares of Putnam Focused Large Cap Value ETF worth $4.74M as of Q2 2026.
  • Tempus Wealth Planning bought 20,830 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $1.04M.
  • Putnam Focused Large Cap Value ETF made up 0.93% of Tempus Wealth Planning's portfolio in Q2 2026, its #23 holding.
  • Tempus Wealth Planning first reported a position in Putnam Focused Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.