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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.7M	Sell	266,003 -105,752	-28%	-$4.25M	0.06%	107
2025 Q1	$14.2M	Buy	371,755 +41,466	+13%	+$1.58M	0.08%	94
2024 Q4	$12.3M	Buy	330,289 +53,444	+19%	+$1.98M	0.12%	85
2024 Q3	$10.5M	Buy	+276,845	New	+$10.5M	0.11%	96