BOLTON SECURITIES CORPORATION’s Putnam BDC Income ETF PBDC Stock Holding History

BOLTON SECURITIES CORPORATION’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	$1.64K	Buy	+61	New	+$1.67K	﹤0.01%	2119

Other funds holding PBDC

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 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

BOLTON SECURITIES CORPORATION's PBDC Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Putnam BDC Income ETF (PBDC) in Q3 2026: 61 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #2119 among its holdings.

44 funds tracked by Wall St. Rank hold PBDC as of Q3 2026.

BOLTON SECURITIES CORPORATION held 61 shares of Putnam BDC Income ETF worth $1.64K as of Q3 2026.
Putnam BDC Income ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2026.
Putnam BDC Income ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #2119 holding.
44 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.