Citadel Advisors
PBDC icon

Citadel Advisors’s Putnam BDC Income ETF PBDC Stock Holding History

Citadel 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
2025
Q2 		– Sell
-10,217
Closed -$354K – 14399
2025
Q1 		$354K Buy
10,217
+3,952
+63% +$139K ﹤0.01% 9230
2024
Q4 		$216K Buy
+6,265
New +$212K ﹤0.01% 10309

Other funds holding PBDC

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Citadel Advisors's PBDC Position: Q2 2025 in Review

Citadel Advisors sold out of Putnam BDC Income ETF (PBDC) in Q2 2025, closing a stake of 10,217 shares — an estimated $354K sold.

Citadel Advisors first reported a position in PBDC in Q4 2024 and held it in 2 quarters. The position peaked at $354K in Q1 2025. 40 funds tracked by Wall St. Rank hold PBDC as of Q2 2025.

  • Citadel Advisors reported no remaining Putnam BDC Income ETF position as of Q2 2025 after selling out during the quarter.
  • Citadel Advisors sold 10,217 Putnam BDC Income ETF shares in Q2 2025, an estimated $354K.
  • Citadel Advisors first reported a position in Putnam BDC Income ETF in Q4 2024 and held it in 2 quarters.
  • Citadel Advisors's Putnam BDC Income ETF position peaked at $354K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2025.

Based on Citadel Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.