World Investment Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

World Investment Advisors’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	$2.67M	Buy	54,482 +2,205	+4%	+$110K	0.04%	404
2026 Q1	$2.43M	Buy	52,277 +32,468	+164%	+$1.53M	0.04%	429
2025 Q4	$903K	Buy	19,809 +4,189	+27%	+$184K	0.01%	723
2025 Q3	$667K	Sell	15,620 -1,208	-7%	-$50K	0.01%	686
2025 Q2	$677K	Buy	16,828 +4,621	+38%	+$174K	0.02%	631
2025 Q1	$465K	Buy	12,207 +5,731	+88%	+$220K	0.01%	715
2024 Q4	$240K	Buy	+6,476	New	+$249K	0.01%	908

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

World Investment Advisors's PVAL Position: Q2 2026 in Review

World Investment Advisors increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 4.2% in Q2 2026, buying an estimated $110K and bringing the position to 54,482 shares worth $2.67M. The position accounts for 0.04% of the portfolio, ranked #404.

World Investment Advisors first reported a position in PVAL in Q4 2024 and has held it in 7 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

World Investment Advisors held 54,482 shares of Putnam Focused Large Cap Value ETF worth $2.67M as of Q2 2026.
World Investment Advisors bought 2,205 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $110K.
Putnam Focused Large Cap Value ETF made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #404 holding.
World Investment Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.