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

Ameritas Advisory Services’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
Q3 		– Sell
-850
Closed -$28.8K – 2687
2025
Q2 		$28.8K Buy
+850
New +$27.5K ﹤0.01% 1576

Other funds holding PBDC

CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Ameritas Advisory Services's PBDC Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Putnam BDC Income ETF (PBDC) in Q3 2025, closing a stake of 850 shares — an estimated $28.8K sold.

Ameritas Advisory Services first reported a position in PBDC in Q2 2025 and held it in 1 quarter. The position peaked at $28.8K in Q2 2025. 44 funds tracked by Wall St. Rank hold PBDC as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Putnam BDC Income ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 850 Putnam BDC Income ETF shares in Q3 2025, an estimated $28.8K.
  • Ameritas Advisory Services first reported a position in Putnam BDC Income ETF in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's Putnam BDC Income ETF position peaked at $28.8K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.