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Putnam Focused Large Cap Value Etf shares owned by Excelsior Advisor Network

Quarter-by-quarter ownership of Putnam Focused Large Cap Value Etf (PVAL) shares owned by Excelsior Advisor Network from 13F filings

Historical chart of Excelsior Advisor Network 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 Excelsior Advisor Network 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 Excelsior Advisor Network

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5M 50k 50.95

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Top funds holding Putnam Focused Large Cap Value Etf

Bank of America Corporation
Morgan Stanley
LPL Financial
Cetera Investment Advisers
Cullen Frost Bankers
Commonwealth Equity Services
Glenmede Trust Company
Northwestern Mutual Wealth Management Company
UBS Group
Envestnet Asset Management
Modern Wealth Management
Wells Fargo & Company
CWM
Cambridge Investment Research Advisors
Stifel Financial

View all funds holding Putnam Focused Large Cap Value Etf