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Wealthcare Advisory Partners’s Putnam BDC Income ETF PBDC Stock Holding History

Wealthcare Advisory Partners’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 		$493K Buy
18,122
+608
+3% +$16.7K 0.01% 714
2026
Q1 		$483K Buy
17,514
+2,530
+17% +$72.8K 0.01% 709
2025
Q4 		$459K Sell
14,984
-23,616
-61% -$724K 0.01% 719
2025
Q3 		$1.23M Sell
38,600
-3,846
-9% -$129K 0.03% 448
2025
Q2 		$1.44M Buy
42,446
+4,781
+13% +$155K 0.03% 403
2025
Q1 		$1.31M Buy
37,665
+8,516
+29% +$299K 0.04% 387
2024
Q4 		$1M Buy
29,149
+486
+2% +$16.5K 0.03% 419
2024
Q3 		$969K Sell
28,663
-12,397
-30% -$416K 0.03% 427
2024
Q2 		$1.42M Sell
41,060
-326
-0.8% -$11.1K 0.04% 299
2024
Q1 		$1.4M Buy
41,386
+2,864
+7% +$93K 0.05% 300
2023
Q4 		$1.22M Buy
38,522
+11,326
+42% +$350K 0.05% 278
2023
Q3 		$860K Buy
+27,196
New +$838K 0.04% 307

Other funds holding PBDC

LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PF
Prota Financial Houston, Texas $152M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealthcare Advisory Partners's PBDC Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Putnam BDC Income ETF (PBDC) stake by 3.5% in Q2 2026, buying an estimated $16.7K and bringing the position to 18,122 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #714.

Wealthcare Advisory Partners first reported a position in PBDC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.44M in Q2 2025. 8 funds tracked by Wall St. Rank hold PBDC as of Q2 2026.

  • Wealthcare Advisory Partners held 18,122 shares of Putnam BDC Income ETF worth $493K as of Q2 2026.
  • Wealthcare Advisory Partners bought 608 Putnam BDC Income ETF shares in Q2 2026, an estimated $16.7K.
  • Putnam BDC Income ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #714 holding.
  • Wealthcare Advisory Partners first reported a position in Putnam BDC Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealthcare Advisory Partners's Putnam BDC Income ETF position peaked at $1.44M in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.