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Putnam Focused Large Cap Value Etf shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 67k 42.72
2025-06-30 $3.2M 80k 40.23
2025-03-31 $2.7M 71k 38.08
2024-12-31 $2.7M 73k 37.12
2024-09-30 $2.8M 73k 37.94

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sigma Planning

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