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Pinion Investment Advisors’s Putnam BDC Income ETF PBDC Stock Holding History

Pinion Investment Advisors’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 		$402K Sell
14,565
-2,643
-15% -$76.1K 0.09% 124
2025
Q4 		$527K Sell
17,208
-1,601
-9% -$49.1K 0.13% 106
2025
Q3 		$577K Buy
+18,809
New +$632K 0.16% 99

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

Pinion Investment Advisors's PBDC Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Putnam BDC Income ETF (PBDC) stake by 15% in Q1 2026, selling an estimated $76.1K and leaving 14,565 shares worth $402K. The position accounts for 0.09% of the portfolio, ranked #124.

Pinion Investment Advisors first reported a position in PBDC in Q3 2025 and has held it in 3 quarters since. The position peaked at $577K in Q3 2025. 58 funds tracked by Wall St. Rank hold PBDC as of Q1 2026.

  • Pinion Investment Advisors held 14,565 shares of Putnam BDC Income ETF worth $402K as of Q1 2026.
  • Pinion Investment Advisors sold 2,643 Putnam BDC Income ETF shares in Q1 2026, an estimated $76.1K.
  • Putnam BDC Income ETF made up 0.09% of Pinion Investment Advisors's portfolio in Q1 2026, its #124 holding.
  • Pinion Investment Advisors first reported a position in Putnam BDC Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Pinion Investment Advisors's Putnam BDC Income ETF position peaked at $577K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.