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

Waldron 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	$346K	Buy	+6,784	New	+$337K	0.01%	273

Other funds holding PVAL

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

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

Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Bucket List Wealth Management The Villages, Florida $203M AUM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Waldron Private Wealth's PVAL Position: Q2 2026 in Review

Waldron Private Wealth opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 6,784 shares worth $346K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings.

76 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

Waldron Private Wealth held 6,784 shares of Putnam Focused Large Cap Value ETF worth $346K as of Q2 2026.
Putnam Focused Large Cap Value ETF was a new Waldron Private Wealth position in Q2 2026.
Putnam Focused Large Cap Value ETF made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #273 holding.
76 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.