VWA
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Valued Wealth Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Valued Wealth Advisors’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 		$6.83K Sell
134
-12
-8% -$597 ﹤0.01% 383
2026
Q1 		$6.78K Hold
146
– – ﹤0.01% 343
2025
Q4 		$6.65K Buy
+146
New +$6.41K ﹤0.01% 265

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
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 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

Valued Wealth Advisors's PVAL Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Putnam Focused Large Cap Value ETF (PVAL) stake by 8.2% in Q2 2026, selling an estimated $597 and leaving 134 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Valued Wealth Advisors first reported a position in PVAL in Q4 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Valued Wealth Advisors held 134 shares of Putnam Focused Large Cap Value ETF worth $6.83K as of Q2 2026.
  • Valued Wealth Advisors sold 12 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $597.
  • Putnam Focused Large Cap Value ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #383 holding.
  • Valued Wealth Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.