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Wedbush Securities’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Wedbush Securities’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 		$3.03M Buy
59,488
+36,543
+159% +$1.82M 0.08% 193
2026
Q1 		$1.06M Buy
22,945
+15,040
+190% +$710K 0.03% 431
2025
Q4 		$360K Buy
7,905
+1,270
+19% +$55.7K 0.01% 806
2025
Q3 		$283K Hold
6,635
– – 0.01% 889
2025
Q2 		$267K Hold
6,635
– – 0.01% 902
2025
Q1 		$253K Buy
+6,635
New +$254K 0.01% 903

Other funds holding PVAL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wedbush Securities's PVAL Position: Q2 2026 in Review

Wedbush Securities increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 159% in Q2 2026, buying an estimated $1.82M and bringing the position to 59,488 shares worth $3.03M. The position accounts for 0.08% of the portfolio, ranked #193.

Wedbush Securities first reported a position in PVAL in Q1 2025 and has held it in 6 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Wedbush Securities held 59,488 shares of Putnam Focused Large Cap Value ETF worth $3.03M as of Q2 2026.
  • Wedbush Securities bought 36,543 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $1.82M.
  • Putnam Focused Large Cap Value ETF made up 0.08% of Wedbush Securities's portfolio in Q2 2026, its #193 holding.
  • Wedbush Securities first reported a position in Putnam Focused Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.