Able Wealth Management
PBDC icon

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 $369B AUM 28.27% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Evolution Wealth Advisors
Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Stonebridge Financial Planning Group
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 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.