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 $1.33B AUM 19.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 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.