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

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

Historical chart of Insight 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 Insight 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 Insight Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $378k 7.4k 50.95

More positions owned by Insight Wealth Partners

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ford Motor Company (F)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Victory Portfolios Ii Core Bd Etf (UITB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
NVIDIA Corporation (NVDA)
Principal Exchange Traded Prnc Invt Grad (IG)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr Tips Bd Etf (TIP)
Invesco Actively Managed Exc Total Return (GTO)

View all positions for Insight Wealth Partners

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