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Cetera Advisor Networks’s Putnam BDC Income ETF PBDC Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$1.41M Buy
41,629
+8,503
+26% +$276K 0.01% 1217
2023
Q4 		$1.05M Buy
33,126
+18,962
+134% +$586K 0.01% 1347
2023
Q3 		$448K Buy
+14,164
New +$436K ﹤0.01% 1850

Other funds holding PBDC

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cetera Advisor Networks's PBDC Position: Q1 2024 in Review

Cetera Advisor Networks increased its Putnam BDC Income ETF (PBDC) stake by 26% in Q1 2024, buying an estimated $276K and bringing the position to 41,629 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #1217.

Cetera Advisor Networks first reported a position in PBDC in Q3 2023 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold PBDC as of Q1 2024.

  • Cetera Advisor Networks held 41,629 shares of Putnam BDC Income ETF worth $1.41M as of Q1 2024.
  • Cetera Advisor Networks bought 8,503 Putnam BDC Income ETF shares in Q1 2024, an estimated $276K.
  • Putnam BDC Income ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1217 holding.
  • Cetera Advisor Networks first reported a position in Putnam BDC Income ETF in Q3 2023 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.