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Roble Belko & Company’s Putnam BDC Income ETF PBDC Stock Holding History

Roble Belko & Company’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 		$4K Buy
148
+8
+6% +$230 ﹤0.01% 361
2025
Q4 		$4K Buy
+140
New +$4.29K ﹤0.01% 365

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

Roble Belko & Company's PBDC Position: Q1 2026 in Review

Roble Belko & Company increased its Putnam BDC Income ETF (PBDC) stake by 5.7% in Q1 2026, buying an estimated $230 and bringing the position to 148 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Roble Belko & Company 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.

  • Roble Belko & Company held 148 shares of Putnam BDC Income ETF worth $4K as of Q1 2026.
  • Roble Belko & Company bought 8 Putnam BDC Income ETF shares in Q1 2026, an estimated $230.
  • Putnam BDC Income ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q1 2026, its #361 holding.
  • Roble Belko & Company 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 Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.