FFO
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Fortitude Family Office’s Putnam BDC Income ETF PBDC Stock Holding History

Fortitude Family Office’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
2024
Q3 		– Sell
-1,132
Closed -$39.2K – 1259
2024
Q2 		$39.2K Sell
1,132
-42
-4% -$1.43K 0.02% 203
2024
Q1 		$39.8K Buy
+1,174
New +$38.1K 0.03% 184

Other funds holding PBDC

EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Fortitude Family Office's PBDC Position: Q3 2024 in Review

Fortitude Family Office sold out of Putnam BDC Income ETF (PBDC) in Q3 2024, closing a stake of 1,132 shares — an estimated $39.2K sold.

Fortitude Family Office first reported a position in PBDC in Q1 2024 and held it in 2 quarters. The position peaked at $39.8K in Q1 2024. 28 funds tracked by Wall St. Rank hold PBDC as of Q3 2024.

  • Fortitude Family Office reported no remaining Putnam BDC Income ETF position as of Q3 2024 after selling out during the quarter.
  • Fortitude Family Office sold 1,132 Putnam BDC Income ETF shares in Q3 2024, an estimated $39.2K.
  • Fortitude Family Office first reported a position in Putnam BDC Income ETF in Q1 2024 and held it in 2 quarters.
  • Fortitude Family Office's Putnam BDC Income ETF position peaked at $39.8K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q3 2024.

Based on Fortitude Family Office's 13F filing for Q3 2024, filed 25 Oct 2024.