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 Q3	$520K	Buy	19,321 +1,199	+7%	+$32.9K	0.01%	736
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

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wealthcare Advisory Partners's PBDC Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Putnam BDC Income ETF (PBDC) stake by 6.6% in Q3 2026, buying an estimated $32.9K and bringing the position to 19,321 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #736.

Wealthcare Advisory Partners first reported a position in PBDC in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.44M in Q2 2025. 24 funds tracked by Wall St. Rank hold PBDC as of Q3 2026.

Wealthcare Advisory Partners held 19,321 shares of Putnam BDC Income ETF worth $520K as of Q3 2026.
Wealthcare Advisory Partners bought 1,199 Putnam BDC Income ETF shares in Q3 2026, an estimated $32.9K.
Putnam BDC Income ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #736 holding.
Wealthcare Advisory Partners first reported a position in Putnam BDC Income ETF in Q3 2023 and has held it in 13 quarters since.
Wealthcare Advisory Partners's Putnam BDC Income ETF position peaked at $1.44M in Q2 2025.
24 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.