Beaumont Financial Advisors’s Putnam BDC Income ETF PBDC Stock Holding History

Beaumont Financial Advisors’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	$726K	Buy	+26,698	New	+$731K	0.05%	205

Other funds holding PBDC

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

LexAurum Advisors Overland Park, Kansas $866M AUM

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

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 Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Beaumont Financial Advisors's PBDC Position: Q2 2026 in Review

Beaumont Financial Advisors opened a new position in Putnam BDC Income ETF (PBDC) in Q2 2026: 26,698 shares worth $726K. The stake represents 0.05% of the portfolio and ranks #205 among its holdings.

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

Beaumont Financial Advisors held 26,698 shares of Putnam BDC Income ETF worth $726K as of Q2 2026.
Putnam BDC Income ETF was a new Beaumont Financial Advisors position in Q2 2026.
Putnam BDC Income ETF made up 0.05% of Beaumont Financial Advisors's portfolio in Q2 2026, its #205 holding.
64 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.