Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
957KNew |
$39.8M - $42.4M
|
957K
$41.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
357K+ 880.86% |
$14.8M - $15.8M
|
398K
$17.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
269K+ 79.79% |
$11.2M - $11.9M
|
607K
$26.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
177KNew |
$7.35M - $7.84M
|
177K
$7.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
153K+ 28.68% |
$6.36M - $6.78M
|
686K
$30M
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
150KNew |
$6.25M - $6.67M
|
150K
$6.57M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
93.8KNew |
$3.9M - $4.16M
|
93.8K
$4.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
76.4K+ 19.92% |
$3.18M - $3.39M
|
460K
$20.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
67KNew |
$2.78M - $2.97M
|
67K
$2.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
45.2KNew |
$1.88M - $2M
|
45.2K
$1.97M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
37.6K+ 7.67% |
$1.57M - $1.67M
|
528K
$23.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
33.4K+ 9.94% |
$1.39M - $1.48M
|
369K
$16.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
32.9K+ 1.64% |
$1.37M - $1.46M
|
2.04M
$89.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
BUY
|
- |
31K+ 9.46% |
$1.29M - $1.37M
|
358K
$15.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
22.2KNew |
$925K - $987K
|
22.2K
$972K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
21.8K+ 2.64% |
$906K - $967K
|
848K
$37.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20.9K+ 190.43% |
$870K - $928K
|
31.9K
$1.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
18.4K+ 78.3% |
$765K - $816K
|
41.9K
$1.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.2K+ 1.83% |
$758K - $809K
|
1.01M
$44.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
17.7K+ 9.53% |
$736K - $785K
|
203K
$8.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
17.3K+ 6.11% |
$718K - $766K
|
300K
$13.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
15.4K+ 3.74% |
$641K - $684K
|
428K
$18.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
13.1KNew |
$544K - $580K
|
13.1K
$571K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10.9K+ 3.15% |
$453K - $483K
|
357K
$15.6M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
10.1KNew |
$422K - $450K
|
10.1K
$443K
|
|
|
Jan 20, 2026
Q4 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
9.44K+ 3.46% |
$393K - $419K
|
282K
$12.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
9KNew |
$374K - $399K
|
9K
$393K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
8.93K+ 20.74% |
$371K - $396K
|
52K
$2.27M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
7.4K+ 5.61% |
$308K - $328K
|
139K
$6.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
5.96K+ 9.69% |
$248K - $264K
|
67.4K
$2.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.94K+ 18.94% |
$247K - $264K
|
37.3K
$1.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.17K+ 1.36% |
$173K - $185K
|
312K
$13.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.78K+ 3.56% |
$157K - $168K
|
110K
$4.81M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.12K+ 2.47% |
$130K - $138K
|
129K
$5.66M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.62KNew |
$109K - $116K
|
2.62K
$115K
|
|
|
Jan 07, 2026
Q4 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.4K+ 23.54% |
$100K - $107K
|
12.6K
$551K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.9K+ 2.91% |
$79K - $84.3K
|
67.2K
$2.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
413+ 1.5% |
$17.2K - $18.3K
|
28K
$1.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
113New |
$4.7K - $5.01K
|
113
$4.94K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
28+ 0.49% |
$1.16K - $1.24K
|
5.73K
$250K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
22New |
$915 - $976
|
22
$961
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
16+ 0.04% |
$665 - $710
|
37.4K
$1.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-107- 0.47% |
$4.45K - $4.75K
|
22.7K
$993K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-514- 17.86% |
$21.4K - $22.8K
|
2.36K
$103K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.84K- 9.99% |
$76.5K - $81.6K
|
16.6K
$724K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.88K- 20.96% |
$120K - $128K
|
10.9K
$474K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-8.14K- 63.21% |
$339K - $361K
|
4.74K
$207K
|
|