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Putnam Focused Large Cap Value Etf shares owned by WESPAC Advisors

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

Historical chart of WESPAC 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 WESPAC 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 42k 45.57
2025-09-30 $1.0M 24k 42.72
2025-06-30 $332k 8.3k 40.23
2025-03-31 $284k 7.5k 38.08

More positions owned by WESPAC Advisors

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Tec (XLK)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Pimco Etf Tr Multisector Bd (PYLD)
Merck & Co (MRK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Clo Etf (CLOI)
Vanguard Index Fds Growth Etf (VUG)

View all positions for WESPAC Advisors

Top funds holding Putnam Focused Large Cap Value Etf

Cetera Investment Advisers
Cullen Frost Bankers
Glenmede Trust Company
Commonwealth Equity Services
UBS Group
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
CWM
Stifel Financial
Modern Wealth Management
Allegheny Financial Group
Amplius Wealth Advisors
Cambridge Investment Research Advisors
Opal Wealth Advisors
Wells Fargo & Company

View all funds holding Putnam Focused Large Cap Value Etf