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Advyzon Investment Management’s Putnam BDC Income ETF PBDC Stock Holding History

Advyzon Investment 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
2026
Q1 		$283K Buy
10,251
+1,085
+12% +$31.2K 0.03% 555
2025
Q4 		$280K Buy
9,166
+294
+3% +$9.01K 0.03% 461
2025
Q3 		$282K Buy
8,872
+962
+12% +$32.3K 0.05% 340
2025
Q2 		$268K Buy
7,910
+186
+2% +$6.03K 0.06% 297
2025
Q1 		$268K Buy
7,724
+1,829
+31% +$64.3K 0.09% 208
2024
Q4 		$203K Buy
+5,895
New +$200K 0.08% 224

Other funds holding PBDC

CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Advyzon Investment Management's PBDC Position: Q1 2026 in Review

Advyzon Investment Management increased its Putnam BDC Income ETF (PBDC) stake by 12% in Q1 2026, buying an estimated $31.2K and bringing the position to 10,251 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #555.

Advyzon Investment Management first reported a position in PBDC in Q4 2024 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold PBDC as of Q1 2026.

  • Advyzon Investment Management held 10,251 shares of Putnam BDC Income ETF worth $283K as of Q1 2026.
  • Advyzon Investment Management bought 1,085 Putnam BDC Income ETF shares in Q1 2026, an estimated $31.2K.
  • Putnam BDC Income ETF made up 0.03% of Advyzon Investment Management's portfolio in Q1 2026, its #555 holding.
  • Advyzon Investment Management first reported a position in Putnam BDC Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 58 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.