Cetera Investment Advisers
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Cetera Investment Advisers’s Putnam BDC Income ETF PBDC Stock Holding History

Cetera Investment Advisers’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 		$6.01M Buy
218,025
+111,763
+105% +$3.22M 0.01% 1383
2025
Q4 		$3.25M Sell
106,262
-6,660
-6% -$204K ﹤0.01% 1792
2025
Q3 		$3.59M Buy
112,922
+58,945
+109% +$1.98M ﹤0.01% 1681
2025
Q2 		$1.83M Buy
53,977
+5,200
+11% +$168K ﹤0.01% 1909
2025
Q1 		$1.69M Buy
48,777
+1,555
+3% +$54.7K ﹤0.01% 1871
2024
Q4 		$1.63M Buy
47,222
+5,701
+14% +$193K ﹤0.01% 1804
2024
Q3 		$1.4M Sell
41,521
-4,754
-10% -$159K ﹤0.01% 1863
2024
Q2 		$1.6M Buy
46,275
+4,646
+11% +$158K ﹤0.01% 1740
2024
Q1 		$1.41M Buy
+41,629
New +$1.35M ﹤0.01% 1801

Other funds holding PBDC

CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 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 $424B AUM 22.94% 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 $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
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Cetera Investment Advisers's PBDC Position: Q1 2026 in Review

Cetera Investment Advisers increased its Putnam BDC Income ETF (PBDC) stake by 105% in Q1 2026, buying an estimated $3.22M and bringing the position to 218,025 shares worth $6.01M. The position accounts for 0.01% of the portfolio, ranked #1383.

Cetera Investment Advisers first reported a position in PBDC in Q1 2024 and has held it in 9 quarters since. 58 funds tracked by Wall St. Rank hold PBDC as of Q1 2026.

  • Cetera Investment Advisers held 218,025 shares of Putnam BDC Income ETF worth $6.01M as of Q1 2026.
  • Cetera Investment Advisers bought 111,763 Putnam BDC Income ETF shares in Q1 2026, an estimated $3.22M.
  • Putnam BDC Income ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1383 holding.
  • Cetera Investment Advisers first reported a position in Putnam BDC Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 58 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.