PVAL — PUTNAM ETF TRUST

Ownership history in Tower Wealth Partners, Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Tower Wealth Partners, Inc. 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
1.68% (2025 Q4)
Avg. % of fund
1.68%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 66,954 — — 1.68% $3.1M $45.57
% 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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