Wealthcare Advisory Partners
PVAL icon

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
Q3 		$3.13M Buy
59,548
+871
+1% +$46.4K 0.05% 294
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

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
Bucket List Wealth Management
Bucket List Wealth Management The Villages, Florida $208M AUM 15.19% 1-Year Est. Return

Wealthcare Advisory Partners's PVAL Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 1.5% in Q3 2026, buying an estimated $46.4K and bringing the position to 59,548 shares worth $3.13M. The position accounts for 0.05% of the portfolio, ranked #294.

Wealthcare Advisory Partners first reported a position in PVAL in Q4 2023 and has held it in 12 quarters since. 101 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • Wealthcare Advisory Partners held 59,548 shares of Putnam Focused Large Cap Value ETF worth $3.13M as of Q3 2026.
  • Wealthcare Advisory Partners bought 871 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $46.4K.
  • Putnam Focused Large Cap Value ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #294 holding.
  • Wealthcare Advisory Partners first reported a position in Putnam Focused Large Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 101 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.