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

Evolution 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	$3.37M	Sell	123,700 -1,370	-1%	-$37.5K	0.39%	41
2026 Q1	$3.45M	Sell	125,070 -3,330	-3%	-$95.8K	0.35%	39
2025 Q4	$3.93M	Sell	128,400 -2,500	-2%	-$76.7K	0.4%	33
2025 Q3	$4.16M	Sell	130,900 -1,720	-1%	-$57.8K	0.56%	34
2025 Q2	$4.49M	Hold	132,620	–	–	0.66%	29
2025 Q1	$4.6M	Sell	132,620 -2,665	-2%	-$93.7K	0.77%	26
2024 Q4	$4.66M	Sell	135,285 -550	-0.4%	-$18.6K	0.78%	26
2024 Q3	$4.59M	Hold	135,835	–	–	0.82%	26
2024 Q2	$4.7M	Buy	135,835 +6,080	+5%	+$207K	0.92%	26
2024 Q1	$4.4M	Buy	+129,755	New	+$4.21M	0.84%	26

Other funds holding PBDC

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Evolution Wealth Advisors reduced its Putnam BDC Income ETF (PBDC) stake by 1.1% in Q2 2026, selling an estimated $37.5K and leaving 123,700 shares worth $3.37M. The position accounts for 0.39% of the portfolio, ranked #41.

Evolution Wealth Advisors first reported a position in PBDC in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.7M in Q2 2024. 65 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

Evolution Wealth Advisors held 123,700 shares of Putnam BDC Income ETF worth $3.37M as of Q2 2026.
Evolution Wealth Advisors sold 1,370 Putnam BDC Income ETF shares in Q2 2026, an estimated $37.5K.
Putnam BDC Income ETF made up 0.39% of Evolution Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Evolution Wealth Advisors first reported a position in Putnam BDC Income ETF in Q1 2024 and has held it in 10 quarters since.
Evolution Wealth Advisors's Putnam BDC Income ETF position peaked at $4.7M in Q2 2024.
65 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.