HighTower Advisors
PBDC icon

HighTower Advisors’s Putnam BDC Income ETF PBDC Stock Holding History

HighTower 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
Q1 		$277K Buy
10,043
+895
+10% +$25.8K ﹤0.01% 3238
2025
Q4 		$280K Buy
+9,148
New +$280K ﹤0.01% 3100

Other funds holding PBDC

CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HighTower Advisors's PBDC Position: Q1 2026 in Review

HighTower Advisors increased its Putnam BDC Income ETF (PBDC) stake by 9.8% in Q1 2026, buying an estimated $25.8K and bringing the position to 10,043 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

HighTower Advisors first reported a position in PBDC in Q4 2025 and has held it in 2 quarters since. The position peaked at $280K in Q4 2025. 58 funds tracked by Wall St. Rank hold PBDC as of Q1 2026.

  • HighTower Advisors held 10,043 shares of Putnam BDC Income ETF worth $277K as of Q1 2026.
  • HighTower Advisors bought 895 Putnam BDC Income ETF shares in Q1 2026, an estimated $25.8K.
  • Putnam BDC Income ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3238 holding.
  • HighTower Advisors first reported a position in Putnam BDC Income ETF in Q4 2025 and has held it in 2 quarters since.
  • HighTower Advisors's Putnam BDC Income ETF position peaked at $280K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.