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Farther Finance Advisors’s Putnam BDC Income ETF PBDC Stock Holding History

Farther Finance 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 		$5.99K Sell
220
-38,641
-99% -$1.06M ﹤0.01% 4701
2026
Q1 		$1.05M Buy
38,861
+1,209
+3% +$34.8K 0.01% 932
2025
Q4 		$1.15M Buy
37,652
+37,352
+12,451% +$1.15M 0.01% 816
2025
Q3 		$9.53K Buy
+300
New +$10.1K ﹤0.01% 3464

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 $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Farther Finance Advisors's PBDC Position: Q2 2026 in Review

Farther Finance Advisors reduced its Putnam BDC Income ETF (PBDC) stake by 99% in Q2 2026, selling an estimated $1.06M and leaving 220 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #4701.

Farther Finance Advisors first reported a position in PBDC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2025. 65 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • Farther Finance Advisors held 220 shares of Putnam BDC Income ETF worth $5.99K as of Q2 2026.
  • Farther Finance Advisors sold 38,641 Putnam BDC Income ETF shares in Q2 2026, an estimated $1.06M.
  • Putnam BDC Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4701 holding.
  • Farther Finance Advisors first reported a position in Putnam BDC Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Putnam BDC Income ETF position peaked at $1.15M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.