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Independent Financial Group’s Putnam BDC Income ETF PBDC Stock Holding History

Independent Financial Group’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 		$327K Sell
12,034
-13,516
-53% -$370K 0.01% 1196
2026
Q1 		$705K Buy
25,550
+8,581
+51% +$247K 0.02% 764
2025
Q4 		$519K Sell
16,969
-5,780
-25% -$177K 0.01% 881
2025
Q3 		$723K Sell
22,749
-23,545
-51% -$791K 0.02% 712
2025
Q2 		$1.57M Sell
46,294
-11,542
-20% -$374K 0.04% 407
2025
Q1 		$2M Buy
57,836
+48,845
+543% +$1.72M 0.07% 276
2024
Q4 		$309K Buy
+8,991
New +$305K 0.01% 890

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

Independent Financial Group's PBDC Position: Q2 2026 in Review

Independent Financial Group reduced its Putnam BDC Income ETF (PBDC) stake by 53% in Q2 2026, selling an estimated $370K and leaving 12,034 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #1196.

Independent Financial Group first reported a position in PBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2M in Q1 2025. 64 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • Independent Financial Group held 12,034 shares of Putnam BDC Income ETF worth $327K as of Q2 2026.
  • Independent Financial Group sold 13,516 Putnam BDC Income ETF shares in Q2 2026, an estimated $370K.
  • Putnam BDC Income ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1196 holding.
  • Independent Financial Group first reported a position in Putnam BDC Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Independent Financial Group's Putnam BDC Income ETF position peaked at $2M in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.