IWC
PBDC icon

Integrated Wealth Concepts’s Putnam BDC Income ETF PBDC Stock Holding History

Integrated Wealth Concepts’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 		$21.7K Buy
+799
New +$21.9K ﹤0.01% 4018

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

Integrated Wealth Concepts's PBDC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Putnam BDC Income ETF (PBDC) in Q2 2026: 799 shares worth $21.7K. The stake represents ﹤0.01% of the portfolio and ranks #4018 among its holdings.

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

  • Integrated Wealth Concepts held 799 shares of Putnam BDC Income ETF worth $21.7K as of Q2 2026.
  • Putnam BDC Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Putnam BDC Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4018 holding.
  • 64 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.