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Putnam Focused Large Cap Value Etf shares owned by Accurate Wealth Management

Quarter-by-quarter ownership of Putnam Focused Large Cap Value Etf (PVAL) shares owned by Accurate Wealth Management from 13F filings

Historical chart of Accurate Wealth Management investment in Putnam Focused Large Cap Value Etf

Tip: Access up to 7 years of quarterly data

All positions including Putnam Focused Large Cap Value Etf held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Putnam Focused Large Cap Value Etf by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $794k 17k 47.83

More positions owned by Accurate Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Global X Fds 1-3 Month T-bill (CLIP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Procter & Gamble Company (PG)
First Tr Exchange-traded First Tr Enh New (FTSM)
Tesla Motors (TSLA)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)

View all positions for Accurate Wealth Management

Top funds holding Putnam Focused Large Cap Value Etf

Cetera Investment Advisers
Cullen Frost Bankers
Commonwealth Equity Services
Glenmede Trust Company
UBS Group
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
CWM
Allegheny Financial Group
Stifel Financial
Modern Wealth Management
Amplius Wealth Advisors
Cambridge Investment Research Advisors
Opal Wealth Advisors
Wells Fargo & Company

View all funds holding Putnam Focused Large Cap Value Etf