Almanack Investment Partners’s Putnam BDC Income ETF PBDC Stock Holding History

Almanack Investment Partners’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	$1.08M	Buy	+39,748	New	+$1.09M	0.14%	94

Other funds holding PBDC

LexAurum Advisors Overland Park, Kansas $866M AUM

Prota Financial Houston, Texas $152M AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $102M AUM

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Almanack Investment Partners's PBDC Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in Putnam BDC Income ETF (PBDC) in Q2 2026: 39,748 shares worth $1.08M. The stake represents 0.14% of the portfolio and ranks #94 among its holdings.

31 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

Almanack Investment Partners held 39,748 shares of Putnam BDC Income ETF worth $1.08M as of Q2 2026.
Putnam BDC Income ETF was a new Almanack Investment Partners position in Q2 2026.
Putnam BDC Income ETF made up 0.14% of Almanack Investment Partners's portfolio in Q2 2026, its #94 holding.
31 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.