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Advisory Services Network’s Putnam BDC Income ETF PBDC Stock Holding History

Advisory Services Network’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
2026
Q2 		– Sell
-484
Closed -$13.3K – 3899
2026
Q1 		$13.3K Buy
+484
New +$13.9K ﹤0.01% 3409

Other funds holding PBDC

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisory Services Network's PBDC Position: Q2 2026 in Review

Advisory Services Network sold out of Putnam BDC Income ETF (PBDC) in Q2 2026, closing a stake of 484 shares — an estimated $13.3K sold.

Advisory Services Network first reported a position in PBDC in Q1 2026 and held it in 1 quarter. The position peaked at $13.3K in Q1 2026. 64 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • Advisory Services Network reported no remaining Putnam BDC Income ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 484 Putnam BDC Income ETF shares in Q2 2026, an estimated $13.3K.
  • Advisory Services Network first reported a position in Putnam BDC Income ETF in Q1 2026 and held it in 1 quarter.
  • Advisory Services Network's Putnam BDC Income ETF position peaked at $13.3K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.