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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

LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PF
Prota Financial Houston, Texas $152M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 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. 14 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.
  • 14 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.