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Wealthcare Advisory Partners’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Wealthcare Advisory 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 		$2.99M Buy
58,677
+28,115
+92% +$1.4M 0.06% 268
2026
Q1 		$1.42M Buy
30,562
+2,603
+9% +$123K 0.03% 440
2025
Q4 		$1.27M Buy
27,959
+413
+1% +$18.1K 0.03% 454
2025
Q3 		$1.18M Sell
27,546
-6,000
-18% -$248K 0.02% 457
2025
Q2 		$1.35M Sell
33,546
-1,398
-4% -$52.7K 0.03% 418
2025
Q1 		$1.33M Buy
34,944
+2,876
+9% +$110K 0.04% 379
2024
Q4 		$1.19M Buy
32,068
+875
+3% +$33.6K 0.03% 384
2024
Q3 		$1.18M Sell
31,193
-1,352
-4% -$49.8K 0.03% 379
2024
Q2 		$1.18M Buy
32,545
+4,032
+14% +$144K 0.04% 343
2024
Q1 		$1.02M Buy
28,513
+544
+2% +$17.9K 0.03% 355
2023
Q4 		$882K Buy
+27,969
New +$830K 0.04% 345

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
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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Wealthcare Advisory Partners's PVAL Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 92% in Q2 2026, buying an estimated $1.4M and bringing the position to 58,677 shares worth $2.99M. The position accounts for 0.06% of the portfolio, ranked #268.

Wealthcare Advisory Partners first reported a position in PVAL in Q4 2023 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Wealthcare Advisory Partners held 58,677 shares of Putnam Focused Large Cap Value ETF worth $2.99M as of Q2 2026.
  • Wealthcare Advisory Partners bought 28,115 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $1.4M.
  • Putnam Focused Large Cap Value ETF made up 0.06% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #268 holding.
  • Wealthcare Advisory Partners first reported a position in Putnam Focused Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 100 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.