MML Investors Services
PBDC icon

MML Investors Services’s Putnam BDC Income ETF PBDC Stock Holding History

MML Investors Services’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 		$271K Sell
9,835
-12,906
-57% -$371K ﹤0.01% 2628
2025
Q4 		$696K Buy
22,741
+8,180
+56% +$251K ﹤0.01% 2033
2025
Q3 		$463K Buy
14,561
+1,074
+8% +$36.1K ﹤0.01% 2231
2025
Q2 		$456K Buy
13,487
+583
+5% +$18.9K ﹤0.01% 2158
2025
Q1 		$447K Sell
12,904
-3,283
-20% -$115K ﹤0.01% 2059
2024
Q4 		$557K Sell
16,187
-206
-1% -$6.98K ﹤0.01% 1856
2024
Q3 		$554K Buy
+16,393
New +$550K ﹤0.01% 1796

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

MML Investors Services's PBDC Position: Q1 2026 in Review

MML Investors Services reduced its Putnam BDC Income ETF (PBDC) stake by 57% in Q1 2026, selling an estimated $371K and leaving 9,835 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

MML Investors Services first reported a position in PBDC in Q3 2024 and has held it in 7 quarters since. The position peaked at $696K in Q4 2025. 58 funds tracked by Wall St. Rank hold PBDC as of Q1 2026.

  • MML Investors Services held 9,835 shares of Putnam BDC Income ETF worth $271K as of Q1 2026.
  • MML Investors Services sold 12,906 Putnam BDC Income ETF shares in Q1 2026, an estimated $371K.
  • Putnam BDC Income ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2628 holding.
  • MML Investors Services first reported a position in Putnam BDC Income ETF in Q3 2024 and has held it in 7 quarters since.
  • MML Investors Services's Putnam BDC Income ETF position peaked at $696K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.