PVAL — PUTNAM ETF TRUST

Ownership history in BAKER TILLY WEALTH MANAGEMENT, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which BAKER TILLY 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
5.17% (2025 Q4)
Avg. % of fund
2.18%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 460,074 +76,437 +19.9% 5.17% $21.0M $45.57
2025 Q3 ADDED 383,637 +49,676 +14.9% 3.70% $16.4M $42.51
2025 Q2 ADDED 333,961 +49,788 +17.5% 4.80% $13.4M $39.90
2025 Q1 ADDED 284,173 +193,259 +212.6% 4.24% $10.8M $37.66
5 older quarters 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% Trademark Financial Management, LLC 5.01% BridgePort Financial Solutions, LLC 4.37% Towneley Capital Management, Inc / DE 4.12%
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