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Sound Income Strategies’s Putnam BDC Income ETF PBDC Stock Holding History

Sound Income Strategies’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
2025
Q2 		– Sell
-187
Closed -$6.48K – 1676
2025
Q1 		$6.48K Buy
+187
New +$6.58K ﹤0.01% 1008

Other funds holding PBDC

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return

Sound Income Strategies's PBDC Position: Q2 2025 in Review

Sound Income Strategies sold out of Putnam BDC Income ETF (PBDC) in Q2 2025, closing a stake of 187 shares — an estimated $6.48K sold.

Sound Income Strategies first reported a position in PBDC in Q1 2025 and held it in 1 quarter. The position peaked at $6.48K in Q1 2025. 40 funds tracked by Wall St. Rank hold PBDC as of Q2 2025.

  • Sound Income Strategies reported no remaining Putnam BDC Income ETF position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 187 Putnam BDC Income ETF shares in Q2 2025, an estimated $6.48K.
  • Sound Income Strategies first reported a position in Putnam BDC Income ETF in Q1 2025 and held it in 1 quarter.
  • Sound Income Strategies's Putnam BDC Income ETF position peaked at $6.48K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.