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Brookwood Investment Group’s Putnam BDC Income ETF PBDC Stock Holding History

Brookwood Investment Group’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 		$1.09M Buy
+40,065
New +$1.1M 0.12% 172
2025
Q2 		– Sell
-9,950
Closed -$345K – 502
2025
Q1 		$345K Buy
+9,950
New +$350K 0.06% 286

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 $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brookwood Investment Group's PBDC Position: Q2 2026 in Review

Brookwood Investment Group opened a new position in Putnam BDC Income ETF (PBDC) in Q2 2026: 40,065 shares worth $1.09M. The stake represents 0.12% of the portfolio and ranks #172 among its holdings. This is a return to the name: Brookwood Investment Group previously reported a position in PBDC as recently as Q1 2025.

Brookwood Investment Group first reported a position in PBDC in Q1 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • Brookwood Investment Group held 40,065 shares of Putnam BDC Income ETF worth $1.09M as of Q2 2026.
  • Putnam BDC Income ETF was a new Brookwood Investment Group position in Q2 2026.
  • Putnam BDC Income ETF made up 0.12% of Brookwood Investment Group's portfolio in Q2 2026, its #172 holding.
  • Brookwood Investment Group first reported a position in Putnam BDC Income ETF in Q1 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.