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Putnam Focused Large Cap Value Etf shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Putnam Focused Large Cap Value Etf (PVAL) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $20M 484k 40.23
2025-03-31 $8.6M 225k 38.08
2024-12-31 $4.5M 120k 37.12
2024-09-30 $2.8M 74k 37.94
2023-12-31 $292k 9.2k 31.54
2023-09-30 $271k 9.3k 29.23

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Putnam Focused Large Cap Value Etf

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

View all funds holding Putnam Focused Large Cap Value Etf