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

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

Historical chart of Dogwood 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 Dogwood 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 Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $17M 370k 45.57

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Proshares Tr S&p Mdcp 400 Div (REGL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust State Street Spd (SPYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding Putnam Focused Large Cap Value Etf

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

View all funds holding Putnam Focused Large Cap Value Etf