GRP
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Global Retirement Partners’s Putnam BDC Income ETF PBDC Stock Holding History

Global Retirement Partners’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 		$26.6K Buy
+979
New +$26.8K ﹤0.01% 2891

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 $77.5B AUM 27.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Global Retirement Partners's PBDC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Putnam BDC Income ETF (PBDC) in Q2 2026: 979 shares worth $26.6K. The stake represents ﹤0.01% of the portfolio and ranks #2891 among its holdings.

64 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • Global Retirement Partners held 979 shares of Putnam BDC Income ETF worth $26.6K as of Q2 2026.
  • Putnam BDC Income ETF was a new Global Retirement Partners position in Q2 2026.
  • Putnam BDC Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2891 holding.
  • 64 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.