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PVALPVAL
5 quarters

Position history for Corient Private Wealth LLCCorient Private Wealth LLC's holdings in PUTNAM ETF TRUST

Corient Private Wealth LLC holds 1.3M shares of PVAL (PUTNAM ETF TRUST), worth $58.1M as of 2026-Q1. The position was increased (+13.8% shares). PVAL represents 0.1% of Corient Private Wealth LLC's portfolio.

Current Value

$58.1M

Current Shares

1.3M

Total Value Change

+$55M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+13.8%
$58.1M0.1%$47.85
33
2025-Q4
Increased
1.1M
+76.6%
$50.1M0.1%$45.89
44
2025-Q3
Increased
622,961
+17.5%
$26.6M0.0%$42.41
33
2025-Q2
Increased
530,066
+544.8%
$21.3M0.0%$39.80
46
2025-Q1
New
82,211
-
$3.1M0.0%$37.23
37

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

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