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Putnam Focused Large Cap Value Etf shares owned by Colonial River Wealth Management

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

Historical chart of Colonial River 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 Colonial River 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 Colonial River Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $14M 300k 46.40

More positions owned by Colonial River Wealth Management

NVIDIA Corporation (NVDA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Amazon (AMZN)
Meta Platforms Cl A (META)
Palantir Technologies Cl A (PLTR)
Broadcom (AVGO)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Actively Managed Exc Total Return (GTO)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Colonial River Wealth Management

Top funds holding Putnam Focused Large Cap Value Etf

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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