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Putnam Focused Large Cap Value Etf shares owned by ATX Financial Planning

Quarter-by-quarter ownership of Putnam Focused Large Cap Value Etf (PVAL) shares owned by ATX Financial Planning from 13F filings

Historical chart of ATX Financial Planning 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 ATX Financial Planning 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 ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 26k 45.57

More positions owned by ATX Financial Planning

Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Innovator Etfs Trust Equity Mngd 100 (BFRZ)
Innovator Etfs Trust Uncapped Acclrtd (XUSP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Proshares Tr Ultrapro Qqq (TQQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for ATX Financial Planning

Top funds holding Putnam Focused Large Cap Value Etf

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

View all funds holding Putnam Focused Large Cap Value Etf