Cambridge Investment Research Advisors
PBDC icon

Cambridge Investment Research Advisors’s Putnam BDC Income ETF PBDC Stock Holding History

Cambridge Investment Research 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 		$300K Buy
11,016
+2,079
+23% +$56.9K ﹤0.01% 3448
2026
Q1 		$246K Buy
+8,937
New +$257K ﹤0.01% 3469
2025
Q3 		– Sell
-24,458
Closed -$828K – 3816
2025
Q2 		$828K Sell
24,458
-7,381
-23% -$239K ﹤0.01% 2110
2025
Q1 		$1.1M Buy
31,839
+183
+0.6% +$6.43K ﹤0.01% 1781
2024
Q4 		$1.09M Buy
31,656
+5,012
+19% +$170K ﹤0.01% 1805
2024
Q3 		$900K Buy
26,644
+3,548
+15% +$119K ﹤0.01% 1931
2024
Q2 		$800K Buy
23,096
+16,803
+267% +$572K ﹤0.01% 1932
2024
Q1 		$213K Buy
+6,293
New +$204K ﹤0.01% 2979

Other funds holding PBDC

LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PF
Prota Financial Houston, Texas $152M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Cambridge Investment Research Advisors's PBDC Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Putnam BDC Income ETF (PBDC) stake by 23% in Q2 2026, buying an estimated $56.9K and bringing the position to 11,016 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #3448.

Cambridge Investment Research Advisors first reported a position in PBDC in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q1 2025. 31 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • Cambridge Investment Research Advisors held 11,016 shares of Putnam BDC Income ETF worth $300K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 2,079 Putnam BDC Income ETF shares in Q2 2026, an estimated $56.9K.
  • Putnam BDC Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3448 holding.
  • Cambridge Investment Research Advisors first reported a position in Putnam BDC Income ETF in Q1 2024 and has held it in 8 quarters since.
  • Cambridge Investment Research Advisors's Putnam BDC Income ETF position peaked at $1.1M in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.