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Naviter Wealth’s Putnam BDC Income ETF PBDC Stock Holding History

Naviter Wealth’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 		$681K Buy
24,687
+5,221
+27% +$150K 0.09% 183
2025
Q4 		$596K Buy
+19,466
New +$597K 0.08% 187

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

Naviter Wealth's PBDC Position: Q1 2026 in Review

Naviter Wealth increased its Putnam BDC Income ETF (PBDC) stake by 27% in Q1 2026, buying an estimated $150K and bringing the position to 24,687 shares worth $681K. The position accounts for 0.09% of the portfolio, ranked #183.

Naviter Wealth first reported a position in PBDC in Q4 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold PBDC as of Q1 2026.

  • Naviter Wealth held 24,687 shares of Putnam BDC Income ETF worth $681K as of Q1 2026.
  • Naviter Wealth bought 5,221 Putnam BDC Income ETF shares in Q1 2026, an estimated $150K.
  • Putnam BDC Income ETF made up 0.09% of Naviter Wealth's portfolio in Q1 2026, its #183 holding.
  • Naviter Wealth first reported a position in Putnam BDC Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.