Purchases and Sales Made in Q2 2025 in Putnam ETF Tr Putnam Focused L (PVAL)
This table provides information about the institutional ownership of Putnam ETF Tr Putnam Focused L (PVAL) during Q2 2025. The information is specifically focused on institutions that hold shares of PUTNAM ETF TR PUTNAM FOCUSED L.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.48MNew |
$83.4M - $99.9M
|
2.48M
$100M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
758K+ 27.14% |
$25.5M - $30.5M
|
3.55M
$144M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
750K+ 40.53% |
$25.2M - $30.2M
|
2.6M
$105M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
606K+ 16.15% |
$20.4M - $24.4M
|
4.36M
$176M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
490K+ 174.84% |
$16.5M - $19.7M
|
770K
$31.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
289KNew |
$9.72M - $11.6M
|
289K
$11.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
281KNew |
$9.43M - $11.3M
|
281K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
259K+ 114.93% |
$8.69M - $10.4M
|
484K
$19.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
218K+ 211.94% |
$7.33M - $8.78M
|
321K
$13M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
204K+ 130.74% |
$6.86M - $8.21M
|
360K
$14.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
142KNew |
$4.79M - $5.73M
|
142K
$5.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
99.7K+ 71.63% |
$3.35M - $4.01M
|
239K
$9.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
89.4K+ 47.65% |
$3M - $3.6M
|
277K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
87.8K+ 48.1% |
$2.95M - $3.53M
|
270K
$10.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
84.4K+ 42.51% |
$2.83M - $3.39M
|
283K
$11.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
79KNew |
$2.65M - $3.18M
|
79K
$3.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
76.7KNew |
$2.58M - $3.09M
|
76.7K
$3.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
75.2KNew |
$2.53M - $3.03M
|
75.2K
$3.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
73.3K+ 53.95% |
$2.46M - $2.95M
|
209K
$8.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
71.6K+ 3.8% |
$2.41M - $2.88M
|
1.96M
$79.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
58.5K+ 8999.08% |
$1.97M - $2.35M
|
59.1K
$2.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
56.3KNew |
$1.89M - $2.27M
|
56.3K
$2.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52.7K+ 3.69% |
$1.77M - $2.12M
|
1.48M
$60M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49.8K+ 17.52% |
$1.67M - $2M
|
334K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.1K+ 12.35% |
$1.58M - $1.89M
|
428K
$17.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
46.8K+ 216.75% |
$1.57M - $1.88M
|
68.4K
$2.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
45.8K+ 37.7% |
$1.54M - $1.84M
|
167K
$6.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
44.6K+ 5.95% |
$1.5M - $1.79M
|
794K
$32.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
39KNew |
$1.31M - $1.57M
|
39K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
38.6K+ 69.21% |
$1.3M - $1.55M
|
94.4K
$3.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
37K+ 258.72% |
$1.24M - $1.49M
|
51.2K
$2.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.3K+ 39.01% |
$1.02M - $1.22M
|
108K
$4.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
29.9KNew |
$1M - $1.2M
|
29.9K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
29.8K+ 19.24% |
$1M - $1.2M
|
185K
$7.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
28.3K+ 5.77% |
$952K - $1.14M
|
520K
$21M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.3K+ 43.01% |
$952K - $1.14M
|
94.2K
$3.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
27.8K+ 7.55% |
$935K - $1.12M
|
396K
$16M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.2K+ 2.42% |
$848K - $1.01M
|
1.07M
$43.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.4K+ 90.48% |
$754K - $903K
|
47.2K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.1KNew |
$643K - $770K
|
19.1K
$775K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15K+ 16.66% |
$504K - $603K
|
105K
$4.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.5K+ 19.05% |
$489K - $585K
|
90.9K
$3.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.4K+ 10.43% |
$485K - $581K
|
153K
$6.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
14K+ 22.21% |
$470K - $563K
|
77K
$3.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13.2K+ 4.93% |
$442K - $530K
|
280K
$11.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
12.4K+ 8.24% |
$415K - $497K
|
163K
$6.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12.1KNew |
$407K - $487K
|
12.1K
$490K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.1K+ 36.11% |
$405K - $485K
|
45.5K
$1.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
9.78K+ 6.57% |
$328K - $393K
|
159K
$6.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.79K+ 12.34% |
$295K - $354K
|
80K
$3.24M
|