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PVAL
7 quarters

Position history for Wealthspire Advisors, LLC's holdings in PUTNAM ETF TRUST

Wealthspire Advisors, LLC holds 975,073 shares of PVAL (PUTNAM ETF TRUST), worth $45.2M as of 2026-Q1. The position was increased (+17.4% shares). PVAL represents 0.4% of Wealthspire Advisors, LLC's portfolio.

Current Value

$45.2M

Current Shares

975,073

Total Value Change

+$34.7M

Total Shares Change

+698,228

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
975,073
+17.4%
$45.2M0.4%$47.85
41
2025-Q4
Increased
830,187
+152.6%
$37.8M0.3%$45.89
56
2025-Q3
Increased
328,659
+23.6%
$14M0.1%$42.41
34
2025-Q2
Decreased
266,003
-28.4%
$10.7M0.1%$39.80
0
2025-Q1
Increased
371,755
+12.6%
$14.2M0.1%$37.23
32
2024-Q4
Increased
330,289
+19.3%
$12.3M0.1%$36.61
39
2024-Q3
New
276,845
-
$10.5M0.1%$37.29
46

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

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