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Putnam Focused Large Cap Value Etf shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Putnam Focused Large Cap Value Etf (PVAL) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 52k 46.40
2025-12-31 $903k 20k 45.57
2025-09-30 $667k 16k 42.72
2025-06-30 $677k 17k 40.23
2025-03-31 $465k 12k 38.08
2024-12-31 $240k 6.5k 37.12

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding Putnam Focused Large Cap Value Etf

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

View all funds holding Putnam Focused Large Cap Value Etf