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Able Wealth Management’s Putnam BDC Income ETF PBDC Stock Holding History

Able Wealth Management’s Portfolio PBDC Stock Details PBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,293
Closed -$287K – 120
2025
Q1 		$287K Sell
8,293
-592
-7% -$20.8K 0.17% 83
2024
Q4 		$306K Sell
8,885
-530
-6% -$18K 0.2% 72
2024
Q3 		$318K Buy
+9,415
New +$316K 0.24% 68

Other funds holding PBDC

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Able Wealth Management's PBDC Position: Q2 2025 in Review

Able Wealth Management sold out of Putnam BDC Income ETF (PBDC) in Q2 2025, closing a stake of 8,293 shares — an estimated $287K sold.

Able Wealth Management first reported a position in PBDC in Q3 2024 and held it in 3 quarters. The position peaked at $318K in Q3 2024. 40 funds tracked by Wall St. Rank hold PBDC as of Q2 2025.

  • Able Wealth Management reported no remaining Putnam BDC Income ETF position as of Q2 2025 after selling out during the quarter.
  • Able Wealth Management sold 8,293 Putnam BDC Income ETF shares in Q2 2025, an estimated $287K.
  • Able Wealth Management first reported a position in Putnam BDC Income ETF in Q3 2024 and held it in 3 quarters.
  • Able Wealth Management's Putnam BDC Income ETF position peaked at $318K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2025.

Based on Able Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.