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

USAdvisors 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
Q3 		$4.88M Buy
92,685
+38
+0% +$2.02K 1.39% 25
2026
Q2 		$4.72M Sell
92,647
-4,849
-5% -$241K 1.35% 26
2026
Q1 		$4.43M Buy
97,496
+2,089
+2% +$98.7K 1.47% 23
2025
Q4 		$4.35M Buy
+95,407
New +$4.19M 1.43% 24

Other funds holding PVAL

Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Auctus Advisors
Auctus Advisors Charlotte, North Carolina $124M AUM 17.41% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

USAdvisors Wealth Management's PVAL Position: Q3 2026 in Review

USAdvisors Wealth Management increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 0.04% in Q3 2026, buying an estimated $2.02K and bringing the position to 92,685 shares worth $4.88M. The position accounts for 1.39% of the portfolio, ranked #25.

USAdvisors Wealth Management first reported a position in PVAL in Q4 2025 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • USAdvisors Wealth Management held 92,685 shares of Putnam Focused Large Cap Value ETF worth $4.88M as of Q3 2026.
  • USAdvisors Wealth Management bought 38 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $2.02K.
  • Putnam Focused Large Cap Value ETF made up 1.39% of USAdvisors Wealth Management's portfolio in Q3 2026, its #25 holding.
  • USAdvisors Wealth Management first reported a position in Putnam Focused Large Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 149 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.