Towneley Capital Management, Inc / DE PVAL β€” PUTNAM ETF TRUST

Ownership history in Towneley Capital Management, Inc / DE  Β·  3 quarters on record

AI Ownership Summary

Towneley Capital Management, Inc / DE reported PUTNAM ETF TRUST (PVAL) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 4.2% in 2026 Q1. The latest visible filing shows PVAL at 4.20% 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 Towneley Capital Management, Inc / DE'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
2026 Q1

PVAL was reported at 4.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.2% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 Towneley Capital Management, Inc / DE held PVAL β€” position size vs. price
% of Fund (quarterly)    PVAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 432,937 +3,666 +0.9% 4.20% $20.1M 2026-04-21 $48.91
2025 Q4 ADDED β€” β€” β€” 429,271 +3,168 +0.7% 4.12% $19.6M 2026-01-30 $47.18
2025 Q3 INITIATED β€” β€” β€” 426,103 β€” β€” 3.95% $18.2M 2025-10-17 $42.24

FAQ About Towneley Capital Management, Inc / DE and PVAL

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

How long has Towneley Capital Management, Inc / DE reported owning PVAL?

Towneley Capital Management, Inc / DE reported PVAL across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported PVAL position in Towneley Capital Management, Inc / DE's portfolio?

The largest reported portfolio weight for PVAL was 4.20% in 2026 Q1.

What is the latest reported PVAL position on this page?

The most recent filing on this page is 2026 Q1, when Towneley Capital Management, Inc / DE reported 432,937 shares, equal to 4.20% of portfolio, with an estimated market value of $20.1M.

What does the chart on this PVAL ownership page compare?

The chart compares Towneley Capital Management, Inc / DE'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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