John W. Brooker & Co., CPAs PVAL β€” PUTNAM ETF TRUST

Ownership history in John W. Brooker & Co., CPAs  Β·  3 quarters on record

AI Ownership Summary

John W. Brooker & Co., CPAs reported PUTNAM ETF TRUST (PVAL) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 1.11% in 2026 Q2. The latest visible filing shows PVAL at 1.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PVAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was John W. Brooker & Co., CPAs's position in PUTNAM ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PVAL was reported at 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How John W. Brooker & Co., CPAs held PVAL β€” position size vs. price
% of Fund (quarterly)    PVAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 17,964 +5,695 +46.4% 1.11% $915K 2026-07-20 $51.80
2026 Q1 ADDED β€” β€” β€” 12,269 +2,126 +21.0% 0.90% $569K 2026-04-13 $48.11
2025 Q4 INITIATED β€” β€” β€” 10,143 β€” β€” 0.83% $462K 2026-01-13 $46.52

FAQ About John W. Brooker & Co., CPAs and PVAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has John W. Brooker & Co., CPAs reported owning PVAL?

John W. Brooker & Co., CPAs reported PVAL across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported PVAL position in John W. Brooker & Co., CPAs's portfolio?

The largest reported portfolio weight for PVAL was 1.11% in 2026 Q2.

What is the latest reported PVAL position on this page?

The most recent filing on this page is 2026 Q2, when John W. Brooker & Co., CPAs reported 17,964 shares, equal to 1.11% of portfolio, with an estimated market value of $915K.

What does the chart on this PVAL ownership page compare?

The chart compares John W. Brooker & Co., CPAs's quarterly PVAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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