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Third View Private Wealth’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Third View Private Wealth’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 		$620K Buy
12,162
+1,848
+18% +$91.9K 0.08% 164
2026
Q1 		$479K Buy
+10,314
New +$487K 0.07% 170

Other funds holding PVAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

Third View Private Wealth's PVAL Position: Q2 2026 in Review

Third View Private Wealth increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 18% in Q2 2026, buying an estimated $91.9K and bringing the position to 12,162 shares worth $620K. The position accounts for 0.08% of the portfolio, ranked #164.

Third View Private Wealth first reported a position in PVAL in Q1 2026 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Third View Private Wealth held 12,162 shares of Putnam Focused Large Cap Value ETF worth $620K as of Q2 2026.
  • Third View Private Wealth bought 1,848 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $91.9K.
  • Putnam Focused Large Cap Value ETF made up 0.08% of Third View Private Wealth's portfolio in Q2 2026, its #164 holding.
  • Third View Private Wealth first reported a position in Putnam Focused Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.