Janney Montgomery Scott
PBDC icon

Janney Montgomery Scott’s Putnam BDC Income ETF PBDC Stock Holding History

Janney Montgomery Scott’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
Q2 		– Sell
-10,675
Closed -$362K – 2760
2024
Q1 		$362K Sell
10,675
-775
-7% -$25.2K ﹤0.01% 2215
2023
Q4 		$363K Sell
11,450
-3,000
-21% -$92.6K ﹤0.01% 2111
2023
Q3 		$457K Buy
+14,450
New +$445K ﹤0.01% 1823

Other funds holding PBDC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 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 $314M AUM 23.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Janney Montgomery Scott's PBDC Position: Q2 2024 in Review

Janney Montgomery Scott sold out of Putnam BDC Income ETF (PBDC) in Q2 2024, closing a stake of 10,675 shares — an estimated $362K sold.

Janney Montgomery Scott first reported a position in PBDC in Q3 2023 and held it in 3 quarters. The position peaked at $457K in Q3 2023. 22 funds tracked by Wall St. Rank hold PBDC as of Q2 2024.

  • Janney Montgomery Scott reported no remaining Putnam BDC Income ETF position as of Q2 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 10,675 Putnam BDC Income ETF shares in Q2 2024, an estimated $362K.
  • Janney Montgomery Scott first reported a position in Putnam BDC Income ETF in Q3 2023 and held it in 3 quarters.
  • Janney Montgomery Scott's Putnam BDC Income ETF position peaked at $457K in Q3 2023.
  • 22 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2024.

Based on Janney Montgomery Scott's 13F filing for Q2 2024, filed 25 Jul 2024.