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Samalin Investment Counsel’s Putnam BDC Income ETF PBDC Stock Holding History

Samalin Investment Counsel’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 		$387K Sell
14,047
-10,371
-42% -$299K 0.14% 205
2025
Q4 		$747K Buy
+24,418
New +$749K 0.27% 106

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

Samalin Investment Counsel's PBDC Position: Q1 2026 in Review

Samalin Investment Counsel reduced its Putnam BDC Income ETF (PBDC) stake by 42% in Q1 2026, selling an estimated $299K and leaving 14,047 shares worth $387K. The position accounts for 0.14% of the portfolio, ranked #205.

Samalin Investment Counsel first reported a position in PBDC in Q4 2025 and has held it in 2 quarters since. The position peaked at $747K in Q4 2025. 58 funds tracked by Wall St. Rank hold PBDC as of Q1 2026.

  • Samalin Investment Counsel held 14,047 shares of Putnam BDC Income ETF worth $387K as of Q1 2026.
  • Samalin Investment Counsel sold 10,371 Putnam BDC Income ETF shares in Q1 2026, an estimated $299K.
  • Putnam BDC Income ETF made up 0.14% of Samalin Investment Counsel's portfolio in Q1 2026, its #205 holding.
  • Samalin Investment Counsel first reported a position in Putnam BDC Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Samalin Investment Counsel's Putnam BDC Income ETF position peaked at $747K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.