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Legacy Wealth Management (Idaho)’s Putnam BDC Income ETF PBDC Stock Holding History

Legacy Wealth Management (Idaho)’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 		$214K Buy
7,857
+7,790
+11,627% +$213K 0.09% 175
2026
Q1 		$1.85K Buy
+67
New +$1.93K ﹤0.01% 791

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

Legacy Wealth Management (Idaho)'s PBDC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Putnam BDC Income ETF (PBDC) stake by 11,627% in Q2 2026, buying an estimated $213K and bringing the position to 7,857 shares worth $214K. The position accounts for 0.09% of the portfolio, ranked #175.

Legacy Wealth Management (Idaho) first reported a position in PBDC in Q1 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 7,857 shares of Putnam BDC Income ETF worth $214K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 7,790 Putnam BDC Income ETF shares in Q2 2026, an estimated $213K.
  • Putnam BDC Income ETF made up 0.09% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #175 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Putnam BDC Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.