Amplius Wealth Advisors LLC Has $92.95 Million Stock Holdings in Putnam Focused Large Cap Value ETF $PVAL

Amplius Wealth Advisors LLC lifted its holdings in shares of Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL) by 1.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,039,763 shares of the company’s stock after buying an additional 32,925 shares during the quarter. Putnam Focused Large Cap Value ETF comprises approximately 7.8% of Amplius Wealth Advisors LLC’s investment portfolio, making the stock its 2nd biggest holding. Amplius Wealth Advisors LLC owned about 1.38% of Putnam Focused Large Cap Value ETF worth $92,952,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of PVAL. Cullen Frost Bankers Inc. boosted its holdings in shares of Putnam Focused Large Cap Value ETF by 135.4% in the third quarter. Cullen Frost Bankers Inc. now owns 5,843,370 shares of the company’s stock valued at $249,629,000 after buying an additional 3,360,792 shares during the period. Envestnet Asset Management Inc. increased its position in shares of Putnam Focused Large Cap Value ETF by 266.3% during the third quarter. Envestnet Asset Management Inc. now owns 3,916,963 shares of the company’s stock worth $167,333,000 after acquiring an additional 2,847,566 shares in the last quarter. Bank of America Corp DE raised its holdings in shares of Putnam Focused Large Cap Value ETF by 22.0% during the third quarter. Bank of America Corp DE now owns 12,422,010 shares of the company’s stock worth $530,668,000 after acquiring an additional 2,239,115 shares during the period. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Putnam Focused Large Cap Value ETF by 106.8% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 3,565,904 shares of the company’s stock worth $143,456,000 after acquiring an additional 1,841,717 shares during the period. Finally, Glenmede Investment Management LP lifted its position in Putnam Focused Large Cap Value ETF by 15.8% in the 3rd quarter. Glenmede Investment Management LP now owns 5,787,089 shares of the company’s stock valued at $247,224,000 after acquiring an additional 789,767 shares in the last quarter.

Putnam Focused Large Cap Value ETF Price Performance

PVAL opened at $46.44 on Wednesday. The company has a market capitalization of $7.62 billion, a price-to-earnings ratio of 17.86 and a beta of 0.88. The business’s 50-day moving average price is $47.46 and its two-hundred day moving average price is $45.16. Putnam Focused Large Cap Value ETF has a 1 year low of $32.83 and a 1 year high of $49.13.

Putnam Focused Large Cap Value ETF Profile

The Putnam Focused Large Cap Value ETF (PVAL) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively-managed, non-transparent ETF that provides exposure to large-cap value companies in the US. The fund utilizes the Fidelity non-transparent model. PVAL was launched on May 25, 2021 and is managed by Putnam.