PVAL — PUTNAM ETF TRUST

Ownership history in Key Client Fiduciary Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Key Client Fiduciary Advisors, 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
2.09% (2025 Q4)
Avg. % of fund
0.55%
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 134,798 +123,228 +1065.1% 2.09% $6.1M $45.57
2025 Q3 ADDED 11,570 +1,542 +15.4% 0.16% $494K $42.51
2025 Q2 ADDED 10,028 +620 +6.6% 0.16% $403K $39.90
2025 Q1 ADDED 9,408 +438 +4.9% 0.16% $358K $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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