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Apollon Wealth Management’s Putnam BDC Income ETF PBDC Stock Holding History

Apollon Wealth 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 		$1.56M Buy
57,252
+13,230
+30% +$362K 0.02% 565
2026
Q1 		$1.21M Buy
44,022
+808
+2% +$23.3K 0.02% 529
2025
Q4 		$1.32M Buy
43,214
+1,346
+3% +$41.3K 0.02% 479
2025
Q3 		$1.33M Sell
41,868
-545
-1% -$18.3K 0.02% 484
2025
Q2 		$1.44M Buy
+42,413
New +$1.37M 0.03% 446

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 $152M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $77.5B AUM 27.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apollon Wealth Management's PBDC Position: Q2 2026 in Review

Apollon Wealth Management increased its Putnam BDC Income ETF (PBDC) stake by 30% in Q2 2026, buying an estimated $362K and bringing the position to 57,252 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #565.

Apollon Wealth Management first reported a position in PBDC in Q2 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • Apollon Wealth Management held 57,252 shares of Putnam BDC Income ETF worth $1.56M as of Q2 2026.
  • Apollon Wealth Management bought 13,230 Putnam BDC Income ETF shares in Q2 2026, an estimated $362K.
  • Putnam BDC Income ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #565 holding.
  • Apollon Wealth Management first reported a position in Putnam BDC Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.