XY Planning Network’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

XY Planning Network’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	$301K	Buy	+5,722	New	+$305K	0.03%	322

Other funds holding PVAL

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $124M AUM 17.41% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

XY Planning Network's PVAL Position: Q3 2026 in Review

XY Planning Network opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q3 2026: 5,722 shares worth $301K. The stake represents 0.03% of the portfolio and ranks #322 among its holdings.

149 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

XY Planning Network held 5,722 shares of Putnam Focused Large Cap Value ETF worth $301K as of Q3 2026.
Putnam Focused Large Cap Value ETF was a new XY Planning Network position in Q3 2026.
Putnam Focused Large Cap Value ETF made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #322 holding.
149 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.