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Uniting Wealth Partners’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Uniting Wealth Partners’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 		$7.07M Buy
138,850
+2,696
+2% +$134K 1.44% 18
2026
Q1 		$6.32M Buy
+136,154
New +$6.43M 1.35% 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

Uniting Wealth Partners's PVAL Position: Q2 2026 in Review

Uniting Wealth Partners increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 2% in Q2 2026, buying an estimated $134K and bringing the position to 138,850 shares worth $7.07M. The position accounts for 1.44% of the portfolio, ranked #18.

Uniting Wealth Partners first reported a position in PVAL in Q1 2026 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Uniting Wealth Partners held 138,850 shares of Putnam Focused Large Cap Value ETF worth $7.07M as of Q2 2026.
  • Uniting Wealth Partners bought 2,696 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $134K.
  • Putnam Focused Large Cap Value ETF made up 1.44% of Uniting Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Uniting Wealth Partners first reported a position in Putnam Focused Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.