Wealthspire Advisors (New York)’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Wealthspire Advisors (New York)’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	$52.3M	Buy	1,026,122 +51,049	+5%	+$2.54M	0.29%	64
2026 Q1	$45.2M	Buy	975,073 +144,886	+17%	+$6.84M	0.36%	47
2025 Q4	$37.8M	Buy	830,187 +501,528	+153%	+$22M	0.3%	54
2025 Q3	$14M	Buy	328,659 +62,656	+24%	+$2.59M	0.07%	97
2025 Q2	$10.7M	Sell	266,003 -105,752	-28%	-$3.99M	0.06%	107
2025 Q1	$14.2M	Buy	371,755 +41,466	+13%	+$1.59M	0.08%	94
2024 Q4	$12.3M	Buy	330,289 +53,444	+19%	+$2.05M	0.12%	85
2024 Q3	$10.5M	Buy	+276,845	New	+$10.2M	0.11%	96

Other funds holding PVAL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s PVAL Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 5.2% in Q2 2026, buying an estimated $2.54M and bringing the position to 1,026,122 shares worth $52.3M. The position accounts for 0.29% of the portfolio, ranked #64.

Wealthspire Advisors (New York) first reported a position in PVAL in Q3 2024 and has held it in 8 quarters since. 381 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

Wealthspire Advisors (New York) held 1,026,122 shares of Putnam Focused Large Cap Value ETF worth $52.3M as of Q2 2026.
Wealthspire Advisors (New York) bought 51,049 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $2.54M.
Putnam Focused Large Cap Value ETF made up 0.29% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #64 holding.
Wealthspire Advisors (New York) first reported a position in Putnam Focused Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
381 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.