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Kathmere Capital Management’s Putnam BDC Income ETF PBDC Stock Holding History

Kathmere Capital Management’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 		$912K Buy
+33,516
New +$918K 0.05% 254

Other funds holding PBDC

LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PF
Prota Financial Houston, Texas $152M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Kathmere Capital Management's PBDC Position: Q2 2026 in Review

Kathmere Capital Management opened a new position in Putnam BDC Income ETF (PBDC) in Q2 2026: 33,516 shares worth $912K. The stake represents 0.05% of the portfolio and ranks #254 among its holdings.

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

  • Kathmere Capital Management held 33,516 shares of Putnam BDC Income ETF worth $912K as of Q2 2026.
  • Putnam BDC Income ETF was a new Kathmere Capital Management position in Q2 2026.
  • Putnam BDC Income ETF made up 0.05% of Kathmere Capital Management's portfolio in Q2 2026, its #254 holding.
  • 32 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.