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EverSource Wealth Advisors’s Putnam BDC Income ETF PBDC Stock Holding History

EverSource Wealth 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 		$27.2K Hold
1,000
– – ﹤0.01% 2216
2026
Q1 		$27.6K Hold
1,000
– – ﹤0.01% 2295
2025
Q4 		$30.6K Buy
+1,000
New +$30.7K ﹤0.01% 2091

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 $152M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $77.5B AUM 27.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EverSource Wealth Advisors's PBDC Position: Q2 2026 in Review

EverSource Wealth Advisors held its Putnam BDC Income ETF (PBDC) position steady in Q2 2026 at 1,000 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

EverSource Wealth Advisors first reported a position in PBDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.6K in Q4 2025. 64 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • EverSource Wealth Advisors held 1,000 shares of Putnam BDC Income ETF worth $27.2K as of Q2 2026.
  • EverSource Wealth Advisors left its Putnam BDC Income ETF share count unchanged in Q2 2026.
  • Putnam BDC Income ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2216 holding.
  • EverSource Wealth Advisors first reported a position in Putnam BDC Income ETF in Q4 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Putnam BDC Income ETF position peaked at $30.6K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.