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Park Square Financial Group’s Putnam BDC Income ETF PBDC Stock Holding History

Park Square Financial Group’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
-21
Closed -$579 – 244
2026
Q1 		$579 Buy
+21
New +$604 ﹤0.01% 224

Other funds holding PBDC

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Cetera Investment Advisers
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 $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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Park Square Financial Group's PBDC Position: Q2 2026 in Review

Park Square Financial Group sold out of Putnam BDC Income ETF (PBDC) in Q2 2026, closing a stake of 21 shares — an estimated $579 sold.

Park Square Financial Group first reported a position in PBDC in Q1 2026 and held it in 1 quarter. The position peaked at $579 in Q1 2026. 64 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • Park Square Financial Group reported no remaining Putnam BDC Income ETF position as of Q2 2026 after selling out during the quarter.
  • Park Square Financial Group sold 21 Putnam BDC Income ETF shares in Q2 2026, an estimated $579.
  • Park Square Financial Group first reported a position in Putnam BDC Income ETF in Q1 2026 and held it in 1 quarter.
  • Park Square Financial Group's Putnam BDC Income ETF position peaked at $579 in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.