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Waverly Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Waverly Advisors’s Portfolio PVAL Stock Details PVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$429K Hold
10,661
– – ﹤0.01% 846
2025
Q1 		$406K Buy
10,661
+336
+3% +$12.8K 0.01% 830
2024
Q4 		$383K Buy
+10,325
New +$383K 0.01% 745