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Osbon Capital Management’s Putnam BDC Income ETF PBDC Stock Holding History

Osbon Capital Management’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 		– Sell
-19
Closed -$524 – 491
2026
Q1 		$524 Buy
+19
New +$547 ﹤0.01% 469

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Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osbon Capital Management's PBDC Position: Q2 2026 in Review

Osbon Capital Management sold out of Putnam BDC Income ETF (PBDC) in Q2 2026, closing a stake of 19 shares — an estimated $524 sold.

Osbon Capital Management first reported a position in PBDC in Q1 2026 and held it in 1 quarter. The position peaked at $524 in Q1 2026. 64 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • Osbon Capital Management reported no remaining Putnam BDC Income ETF position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 19 Putnam BDC Income ETF shares in Q2 2026, an estimated $524.
  • Osbon Capital Management first reported a position in Putnam BDC Income ETF in Q1 2026 and held it in 1 quarter.
  • Osbon Capital Management's Putnam BDC Income ETF position peaked at $524 in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.