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Putnam Focused Large Cap Value Etf shares owned by LWM Advisory Services

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

Historical chart of LWM 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 LWM 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 LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $655k 13k 50.95

More positions owned by LWM Advisory Services

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Efficient Gld Pl (GDE)
Wisdomtree Tr Floatng Rat Trea (USFR)
Eli Lilly & Co. (LLY)
Ishares Tr 0-3 Mth Treasury (SGOV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
JPMorgan Chase & Co. (JPM)

View all positions for LWM Advisory Services

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