SEC 13F Intelligence

Usadvisors Wealth Management, LLC / PVAL

Usadvisors Wealth Management, LLC’s Putnam Etf Trust Position

Does Usadvisors Wealth Management, LLC own Putnam Etf Trust (PVAL)? Yes — 97.5K shares worth $4M (+1.47% of its 13F portfolio) as of Q1 2026, up from 95.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
97.5K
% of Portfolio
+1.47%
Quarters Held
2
currently held

Position History PVAL

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202697.5K$4M+1.47%
Q4 202595.4K$4M+1.43%

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