PVAL β€” PUTNAM ETF TRUST

Ownership history in Sowa Financial Group, Inc.  Β·  7 quarters on record

AI Ownership Summary

Sowa Financial Group, Inc. reported PUTNAM ETF TRUST (PVAL) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 13.55% in 2025 Q4. The latest visible filing shows PVAL at 13.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PVAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sowa Financial Group, Inc.'s position in PUTNAM ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PVAL was reported at 13.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.55% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sowa Financial Group, Inc. held PVAL β€” position size vs. price
% of Fund (quarterly)    PVAL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 571,015 +22,742 +4.1% 13.55% $26.0M 2026-02-14 (Est.) $48.20
2025 Q3 ADDED 548,273 +28,736 +5.5% 13.14% $23.4M 2025-10-09 $42.14
2025 Q2 ADDED 519,537 +28,336 +5.8% 13.05% $20.9M 2025-07-29 $40.73
2025 Q1 ADDED 491,201 +32,781 +7.2% 12.28% $18.7M 2025-04-16 $34.93
2024 Q4 ADDED 458,420 +131,938 +40.4% 10.66% $17.0M 2025-01-16 $37.60
2024 Q3 ADDED 326,482 +251,495 +335.4% 7.83% $12.4M 2024-10-10 $37.33
2024 Q2 INITIATED 74,987 β€” β€” 2.06% $2.7M 2024-07-29 $36.30

FAQ About Sowa Financial Group, Inc. and PVAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sowa Financial Group, Inc. reported owning PVAL?

Sowa Financial Group, Inc. reported PVAL across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported PVAL position in Sowa Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for PVAL was 13.55% in 2025 Q4.

What is the latest reported PVAL position on this page?

The most recent filing on this page is 2025 Q4, when Sowa Financial Group, Inc. reported 571,015 shares, equal to 13.55% of portfolio, with an estimated market value of $26.0M.

What does the chart on this PVAL ownership page compare?

The chart compares Sowa Financial Group, Inc.'s quarterly PVAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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