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Miller Global Investments’s Putnam BDC Income ETF PBDC Stock Holding History

Miller Global Investments’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 		$36.6K Hold
1,345
– – 0.03% 201
2026
Q1 		$37.1K Sell
1,345
-96
-7% -$2.76K 0.03% 195
2025
Q4 		$44.1K Buy
+1,441
New +$44.2K 0.04% 164

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 22.96% 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

Miller Global Investments's PBDC Position: Q2 2026 in Review

Miller Global Investments held its Putnam BDC Income ETF (PBDC) position steady in Q2 2026 at 1,345 shares worth $36.6K. The position accounts for 0.03% of the portfolio, ranked #201.

Miller Global Investments first reported a position in PBDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.1K in Q4 2025. 32 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • Miller Global Investments held 1,345 shares of Putnam BDC Income ETF worth $36.6K as of Q2 2026.
  • Miller Global Investments left its Putnam BDC Income ETF share count unchanged in Q2 2026.
  • Putnam BDC Income ETF made up 0.03% of Miller Global Investments's portfolio in Q2 2026, its #201 holding.
  • Miller Global Investments first reported a position in Putnam BDC Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Miller Global Investments's Putnam BDC Income ETF position peaked at $44.1K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.