SEC 13F Intelligence

Capital Analysts, LLC / PVAL

Capital Analysts, LLC’s Putnam Etf Trust Position

Does Capital Analysts, LLC own Putnam Etf Trust (PVAL)? Yes — 1.09M shares worth $51M (+1.33% of its 13F portfolio) as of Q1 2026, up from 937.5K shares the prior filed quarter.

Position Value
$51M
Q1 2026
Shares
1.09M
% of Portfolio
+1.33%
Quarters Held
7
currently held

Position History PVAL

Reported value by quarter
Q4 ’22: $15,000Q4 ’22Q4 ’24: $2MQ4 ’24Q1 ’25: $10MQ1 ’25Q2 ’25: $22MQ2 ’25Q3 ’25: $35MQ3 ’25Q4 ’25: $43MQ4 ’25Q1 ’26: $51MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.09M$51M+1.33%
Q4 2025937.5K$43M+1.18%
Q3 2025821.7K$35M+1.02%
Q2 2025537.9K$22M+0.72%
Q1 2025251.0K$10M+0.36%
Q4 202464.3K$2M+0.10%
Q4 2022566$15,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Analysts, LLC’s full portfolio or all institutional holders of PVAL.