AIM
PBDC icon

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
Q2 		$360K Buy
13,249
+2,998
+29% +$82.1K 0.03% 566
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

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

Advyzon Investment Management's PBDC Position: Q2 2026 in Review

Advyzon Investment Management increased its Putnam BDC Income ETF (PBDC) stake by 29% in Q2 2026, buying an estimated $82.1K and bringing the position to 13,249 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #566.

Advyzon Investment Management first reported a position in PBDC in Q4 2024 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • Advyzon Investment Management held 13,249 shares of Putnam BDC Income ETF worth $360K as of Q2 2026.
  • Advyzon Investment Management bought 2,998 Putnam BDC Income ETF shares in Q2 2026, an estimated $82.1K.
  • Putnam BDC Income ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #566 holding.
  • Advyzon Investment Management first reported a position in Putnam BDC Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 64 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.