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Encompass More Asset Management’s Putnam BDC Income ETF PBDC Stock Holding History

Encompass More Asset Management’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 		– Sell
-6,983
Closed -$214K – 282
2025
Q4 		$214K Buy
+6,983
New +$214K 0.04% 226

Other funds holding PBDC

CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $374B AUM 17.66% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 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

Encompass More Asset Management's PBDC Position: Q1 2026 in Review

Encompass More Asset Management sold out of Putnam BDC Income ETF (PBDC) in Q1 2026, closing a stake of 6,983 shares — an estimated $214K sold.

Encompass More Asset Management first reported a position in PBDC in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 58 funds tracked by Wall St. Rank hold PBDC as of Q1 2026.

  • Encompass More Asset Management reported no remaining Putnam BDC Income ETF position as of Q1 2026 after selling out during the quarter.
  • Encompass More Asset Management sold 6,983 Putnam BDC Income ETF shares in Q1 2026, an estimated $214K.
  • Encompass More Asset Management first reported a position in Putnam BDC Income ETF in Q4 2025 and held it in 1 quarter.
  • Encompass More Asset Management's Putnam BDC Income ETF position peaked at $214K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q1 2026.

Based on Encompass More Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.