PVAL — PUTNAM ETF TRUST

Ownership history in Able Wealth Management LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in PUTNAM ETF TRUST (PVAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.88% (2025 Q4)
Avg. % of fund
3.11%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 268,811 +43,432 +19.3% 3.88% $12.2M $45.57
2025 Q3 ADDED 225,379 +57,928 +34.6% 3.62% $9.6M $42.51
2025 Q2 ADDED 167,451 +45,841 +37.7% 3.40% $6.7M $39.90
2025 Q1 ADDED 121,610 +42,377 +53.5% 2.73% $4.6M $37.66
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PVAL price (monthly, adj. close)

Other funds also holding PVAL

As of 2025 Q4 — sorted by position size

Opal Wealth Advisors, LLC 3Y 18.29% Sowa Financial Group, Inc. 3Y 13.55% Allegheny Financial Group 3Y 13.37% Amplius Wealth Advisors, LLC 3Y 7.8% Dogwood Wealth Management LLC 7.42% IVC Wealth Advisors LLC 3Y 6.18% Harbor Group, Inc. 3Y 5.79% BAKER TILLY WEALTH MANAGEMENT, LLC 3Y 5.17% Trademark Financial Management, LLC 5.01% BridgePort Financial Solutions, LLC 4.37%
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