LA
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
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

PF
Prota Financial Houston, Texas $152M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM

LexAurum Advisors's PBDC Position: Q2 2026 in Review

LexAurum Advisors increased its Putnam BDC Income ETF (PBDC) stake by 6.8% in Q2 2026, buying an estimated $401K and bringing the position to 230,340 shares worth $6.27M. The position accounts for 0.72% of the portfolio, ranked #36.

LexAurum Advisors first reported a position in PBDC in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • LexAurum Advisors held 230,340 shares of Putnam BDC Income ETF worth $6.27M as of Q2 2026.
  • LexAurum Advisors bought 14,628 Putnam BDC Income ETF shares in Q2 2026, an estimated $401K.
  • Putnam BDC Income ETF made up 0.72% of LexAurum Advisors's portfolio in Q2 2026, its #36 holding.
  • LexAurum Advisors first reported a position in Putnam BDC Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.