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

Clearstead 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 		$246K Buy
9,048
+8,538
+1,674% +$234K ﹤0.01% 1004
2026
Q1 		$14.1K Buy
510
+60
+13% +$1.73K ﹤0.01% 1520
2025
Q4 		$13.8K Buy
+450
New +$13.8K ﹤0.01% 1814

Other funds holding PBDC

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
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 $157M AUM 12.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors's PBDC Position: Q2 2026 in Review

Clearstead Advisors increased its Putnam BDC Income ETF (PBDC) stake by 1,674% in Q2 2026, buying an estimated $234K and bringing the position to 9,048 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Clearstead Advisors first reported a position in PBDC in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • Clearstead Advisors held 9,048 shares of Putnam BDC Income ETF worth $246K as of Q2 2026.
  • Clearstead Advisors bought 8,538 Putnam BDC Income ETF shares in Q2 2026, an estimated $234K.
  • Putnam BDC Income ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1004 holding.
  • Clearstead Advisors first reported a position in Putnam BDC Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.