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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
Q2 		$7K Buy
262
+114
+77% +$3.12K ﹤0.01% 336
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

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 $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Roble Belko & Company's PBDC Position: Q2 2026 in Review

Roble Belko & Company increased its Putnam BDC Income ETF (PBDC) stake by 77% in Q2 2026, buying an estimated $3.12K and bringing the position to 262 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Roble Belko & Company first reported a position in PBDC in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • Roble Belko & Company held 262 shares of Putnam BDC Income ETF worth $7K as of Q2 2026.
  • Roble Belko & Company bought 114 Putnam BDC Income ETF shares in Q2 2026, an estimated $3.12K.
  • Putnam BDC Income ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #336 holding.
  • Roble Belko & Company first reported a position in Putnam BDC Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.