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

Avantax 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 Q2	$2.03M	Buy	60,063 +2,224	+4%	+$72.1K	0.01%	791
2025 Q1	$2M	Buy	57,839 +2,973	+5%	+$105K	0.01%	741
2024 Q4	$1.89M	Buy	54,866 +8,698	+19%	+$295K	0.01%	740
2024 Q3	$1.56M	Buy	46,168 +7,845	+20%	+$263K	0.01%	804
2024 Q2	$1.33M	Buy	38,323 +12,641	+49%	+$430K	0.01%	832
2024 Q1	$871K	Buy	+25,682	New	+$834K	0.01%	804

Other funds holding PBDC

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

EWA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

SFPG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avantax Advisory Services's PBDC Position: Q2 2025 in Review

Avantax Advisory Services increased its Putnam BDC Income ETF (PBDC) stake by 3.8% in Q2 2025, buying an estimated $72.1K and bringing the position to 60,063 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #791.

Avantax Advisory Services first reported a position in PBDC in Q1 2024 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold PBDC as of Q2 2025.

Avantax Advisory Services held 60,063 shares of Putnam BDC Income ETF worth $2.03M as of Q2 2025.
Avantax Advisory Services bought 2,224 Putnam BDC Income ETF shares in Q2 2025, an estimated $72.1K.
Putnam BDC Income ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #791 holding.
Avantax Advisory Services first reported a position in Putnam BDC Income ETF in Q1 2024 and has held it in 6 quarters since.
40 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.