Park Avenue Securities’s Putnam BDC Income ETF PBDC Stock Holding History

Park Avenue Securities’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	$472K	Buy	+17,343	New	+$475K	﹤0.01%	1322

Other funds holding PBDC

LexAurum Advisors Overland Park, Kansas $866M AUM

Prota Financial Houston, Texas $152M AUM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

Park Avenue Securities's PBDC Position: Q2 2026 in Review

Park Avenue Securities opened a new position in Putnam BDC Income ETF (PBDC) in Q2 2026: 17,343 shares worth $472K. The stake represents ﹤0.01% of the portfolio and ranks #1322 among its holdings.

15 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

Park Avenue Securities held 17,343 shares of Putnam BDC Income ETF worth $472K as of Q2 2026.
Putnam BDC Income ETF was a new Park Avenue Securities position in Q2 2026.
Putnam BDC Income ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1322 holding.
15 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.