Mariner
PBDC icon

Mariner’s Putnam BDC Income ETF PBDC Stock Holding History

Mariner’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
Q1 		– Sell
-10,000
Closed -$306K – 3753
2025
Q4 		$306K Buy
+10,000
New +$307K ﹤0.01% 2823

Other funds holding PBDC

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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Mariner's PBDC Position: Q1 2026 in Review

Mariner sold out of Putnam BDC Income ETF (PBDC) in Q1 2026, closing a stake of 10,000 shares — an estimated $306K sold.

Mariner first reported a position in PBDC in Q4 2025 and held it in 1 quarter. The position peaked at $306K in Q4 2025. 58 funds tracked by Wall St. Rank hold PBDC as of Q1 2026.

  • Mariner reported no remaining Putnam BDC Income ETF position as of Q1 2026 after selling out during the quarter.
  • Mariner sold 10,000 Putnam BDC Income ETF shares in Q1 2026, an estimated $306K.
  • Mariner first reported a position in Putnam BDC Income ETF in Q4 2025 and held it in 1 quarter.
  • Mariner's Putnam BDC Income ETF position peaked at $306K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.