Future Financial Wealth Management’s Putnam BDC Income ETF PBDC Stock Holding History

Future Financial Wealth Management’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 Q3	$1.38M	Buy	+51,126	New	+$1.4M	0.84%	26

Other funds holding PBDC

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Future Financial Wealth Management's PBDC Position: Q3 2026 in Review

Future Financial Wealth Management opened a new position in Putnam BDC Income ETF (PBDC) in Q3 2026: 51,126 shares worth $1.38M. The stake represents 0.84% of the portfolio and ranks #26 among its holdings.

12 funds tracked by Wall St. Rank hold PBDC as of Q3 2026.

Future Financial Wealth Management held 51,126 shares of Putnam BDC Income ETF worth $1.38M as of Q3 2026.
Putnam BDC Income ETF was a new Future Financial Wealth Management position in Q3 2026.
Putnam BDC Income ETF made up 0.84% of Future Financial Wealth Management's portfolio in Q3 2026, its #26 holding.
12 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.