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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
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

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
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
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

Evolution Wealth Advisors's PBDC Position: Q1 2026 in Review

Evolution Wealth Advisors reduced its Putnam BDC Income ETF (PBDC) stake by 2.6% in Q1 2026, selling an estimated $95.8K and leaving 125,070 shares worth $3.45M. The position accounts for 0.35% of the portfolio, ranked #39.

Evolution Wealth Advisors first reported a position in PBDC in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.7M in Q2 2024. 58 funds tracked by Wall St. Rank hold PBDC as of Q1 2026.

  • Evolution Wealth Advisors held 125,070 shares of Putnam BDC Income ETF worth $3.45M as of Q1 2026.
  • Evolution Wealth Advisors sold 3,330 Putnam BDC Income ETF shares in Q1 2026, an estimated $95.8K.
  • Putnam BDC Income ETF made up 0.35% of Evolution Wealth Advisors's portfolio in Q1 2026, its #39 holding.
  • Evolution Wealth Advisors first reported a position in Putnam BDC Income ETF in Q1 2024 and has held it in 9 quarters since.
  • Evolution Wealth Advisors's Putnam BDC Income ETF position peaked at $4.7M in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.