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Putnam Focused Large Cap Value Etf shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners 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 IAG Wealth Partners 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 IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.8k 127 45.57

More positions owned by IAG Wealth Partners

State Street MF Closed and MF Open (SPYM)
Jpmorgan Active MF Closed and MF Open (JBND)
Nyli Mackay MF Closed and MF Open (MMIT)
Goldman Sachs MF Closed and MF Open (GSLC)
Avantis Intl MF Closed and MF Open (AVIV)
Wisdomtree U S MF Closed and MF Open (DLN)
Ishares Core MF Closed and MF Open (DIVB)
Ishares Core MF Closed and MF Open (IVV)
Goldman Sachs MF Closed and MF Open (GSIE)
Wisdomtree U S MF Closed and MF Open (DON)
Vanguard Growth MF Closed and MF Open (VUG)
Pgim Ultra MF Closed and MF Open (PULS)
Simplify Managed MF Closed and MF Open (CTA)
Invesco Large MF Closed and MF Open (PWV)
Jpmorgan MF Closed and MF Open (JMUB)

View all positions for IAG Wealth Partners

Top funds holding Putnam Focused Large Cap Value Etf

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

View all funds holding Putnam Focused Large Cap Value Etf