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Putnam Focused Large Cap Value Etf shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors 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 Sax Wealth Advisors 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 533k 42.72
2025-06-30 $15M 360k 40.23
2024-12-31 $3.3M 89k 37.12

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

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