Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PVALPVAL
11 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in PUTNAM ETF TRUST

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 699,896 shares of PVAL (PUTNAM ETF TRUST), worth $32.6M as of 2026-Q1. The position was decreased (-31.0% shares). PVAL represents 0.1% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$32.6M

Current Shares

699,896

Total Value Change

+$32.2M

Total Shares Change

+684,318

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
699,896
-31.0%
$32.6M0.1%$47.85
0
2025-Q4
Increased
1M
+1.8%
$47.5M0.1%$45.89
30
2025-Q3
Decreased
995,591
-0.5%
$42.5M0.1%$42.41
0
2025-Q2
Decreased
1M
-7.3%
$41.1M0.1%$39.80
0
2025-Q1
Decreased
1.1M
-0.7%
$41.1M0.1%$37.23
0
2024-Q4
Increased
1.1M
+172.8%
$40.4M0.1%$36.61
47
2024-Q3
Decreased
398,894
-31.5%
$15.1M0.0%$37.29
0
2024-Q2
Increased
582,076
+0.7%
$21.1M0.1%$35.64
29
2024-Q1
Increased
578,181
+1.1%
$20.7M0.1%$34.97
29
2023-Q4
Increased
571,843
+3570.8%
$18M0.1%$30.77
46
2023-Q3
New
15,578
-
$455,3590.0%$28.32
33

Other major holders of PVAL: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used