Carson Wealth (CWM LLC)
PBDC icon

Carson Wealth (CWM LLC)’s Putnam BDC Income ETF PBDC Stock Holding History

Carson Wealth (CWM LLC)’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 		$65.6K Sell
2,378
-5,700
-71% -$164K ﹤0.01% 3610
2025
Q4 		$247K Sell
8,078
-372
-4% -$11.4K ﹤0.01% 2395
2025
Q3 		$269K Sell
8,450
-713
-8% -$24K ﹤0.01% 2220
2025
Q2 		$310K Buy
9,163
+250
+3% +$8.1K ﹤0.01% 1844
2025
Q1 		$309K Sell
8,913
-450
-5% -$15.8K ﹤0.01% 1656
2024
Q4 		$322K Buy
9,363
+1,363
+17% +$46.2K ﹤0.01% 1555
2024
Q3 		$270K Sell
8,000
-850
-10% -$28.5K ﹤0.01% 1604
2024
Q2 		$306K Buy
8,850
+600
+7% +$20.4K ﹤0.01% 1386
2024
Q1 		$280K Buy
8,250
+950
+13% +$30.8K ﹤0.01% 1363
2023
Q4 		$231K Buy
7,300
+3,500
+92% +$108K ﹤0.01% 1353
2023
Q3 		$120K Buy
+3,800
New +$117K ﹤0.01% 1536

Other funds holding PBDC

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PBDC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Putnam BDC Income ETF (PBDC) stake by 71% in Q1 2026, selling an estimated $164K and leaving 2,378 shares worth $65.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3610.

Carson Wealth (CWM LLC) first reported a position in PBDC in Q3 2023 and has held it in 11 quarters since. The position peaked at $322K in Q4 2024. 58 funds tracked by Wall St. Rank hold PBDC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,378 shares of Putnam BDC Income ETF worth $65.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,700 Putnam BDC Income ETF shares in Q1 2026, an estimated $164K.
  • Putnam BDC Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3610 holding.
  • Carson Wealth (CWM LLC) first reported a position in Putnam BDC Income ETF in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Putnam BDC Income ETF position peaked at $322K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.