LexAurum Advisors
PBDC icon

LexAurum Advisors’s Putnam BDC Income ETF PBDC Stock Holding History

LexAurum Advisors’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
Q3 		– Sell
-230,340
Closed -$6.27M – 437
2026
Q2 		$6.27M Buy
230,340
+14,628
+7% +$401K 0.72% 36
2026
Q1 		$5.95M Buy
+215,712
New +$6.21M 0.77% 34

Other funds holding PBDC

Prota Financial
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
Future Financial Wealth Management
Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Miller Global Investments
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
Brown, Lisle/Cummings
Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

LexAurum Advisors's PBDC Position: Q3 2026 in Review

LexAurum Advisors sold out of Putnam BDC Income ETF (PBDC) in Q3 2026, closing a stake of 230,340 shares — an estimated $6.27M sold.

LexAurum Advisors first reported a position in PBDC in Q1 2026 and held it in 2 quarters. The position peaked at $6.27M in Q2 2026. 12 funds tracked by Wall St. Rank hold PBDC as of Q3 2026.

  • LexAurum Advisors reported no remaining Putnam BDC Income ETF position as of Q3 2026 after selling out during the quarter.
  • LexAurum Advisors sold 230,340 Putnam BDC Income ETF shares in Q3 2026, an estimated $6.27M.
  • LexAurum Advisors first reported a position in Putnam BDC Income ETF in Q1 2026 and held it in 2 quarters.
  • LexAurum Advisors's Putnam BDC Income ETF position peaked at $6.27M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.