BLC
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Brown, Lisle/Cummings’s Putnam BDC Income ETF PBDC Stock Holding History

Brown, Lisle/Cummings’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
Q1 		$2.07K Buy
+75
New +$2.16K ﹤0.01% 813

Other funds holding PBDC

CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Brown, Lisle/Cummings's PBDC Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in Putnam BDC Income ETF (PBDC) in Q1 2026: 75 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #813 among its holdings.

58 funds tracked by Wall St. Rank hold PBDC as of Q1 2026.

  • Brown, Lisle/Cummings held 75 shares of Putnam BDC Income ETF worth $2.07K as of Q1 2026.
  • Putnam BDC Income ETF was a new Brown, Lisle/Cummings position in Q1 2026.
  • Putnam BDC Income ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #813 holding.
  • 58 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.