Goldman Sachs
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Goldman Sachs’s Putnam BDC Income ETF PBDC Stock Holding History

Goldman Sachs’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
Q1 		– Sell
-10,563
Closed -$334K – 5798
2023
Q4 		$334K Buy
+10,563
New +$326K ﹤0.01% 4939

Other funds holding PBDC

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 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 $272M AUM 16.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Goldman Sachs's PBDC Position: Q1 2024 in Review

Goldman Sachs sold out of Putnam BDC Income ETF (PBDC) in Q1 2024, closing a stake of 10,563 shares — an estimated $334K sold.

Goldman Sachs first reported a position in PBDC in Q4 2023 and held it in 1 quarter. The position peaked at $334K in Q4 2023. 26 funds tracked by Wall St. Rank hold PBDC as of Q1 2024.

  • Goldman Sachs reported no remaining Putnam BDC Income ETF position as of Q1 2024 after selling out during the quarter.
  • Goldman Sachs sold 10,563 Putnam BDC Income ETF shares in Q1 2024, an estimated $334K.
  • Goldman Sachs first reported a position in Putnam BDC Income ETF in Q4 2023 and held it in 1 quarter.
  • Goldman Sachs's Putnam BDC Income ETF position peaked at $334K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q1 2024.

Based on Goldman Sachs's 13F filing for Q1 2024, filed 15 May 2024.