PBDC — PUTNAM ETF TRUST

Ownership history in Evolution Wealth Advisors, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in PUTNAM ETF TRUST (PBDC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.92% (2024 Q2)
Avg. % of fund
0.72%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 128,400 -2,500 -1.9% 0.40% $3.9M $30.60
2025 Q3 REDUCED 130,900 -1,720 -1.3% 0.56% $4.2M $30.13
2025 Q2 UNCHANGED 132,620 — 0% 0.66% $4.5M $31.35
2025 Q1 REDUCED 132,620 -2,665 -2.0% 0.77% $4.6M $31.37
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PBDC price (monthly, adj. close)

Other funds also holding PBDC

As of 2025 Q4 — sorted by position size

CONDOR CAPITAL MANAGEMENT 3Y 7Y 0.84% Stonebridge Financial Planning Group, LLC 3Y 0.82% Samalin Investment Counsel, LLC 3Y 0.27% GoalVest Advisory LLC 3Y 0.2% GENTRY PRIVATE WEALTH, LLC 0.2% Discipline Wealth Solutions, LLC 0.13% Pinion Investment Advisors, LLC 3Y 7Y 0.13% Naviter Wealth, LLC 3Y 0.08% GUIDANCE CAPITAL, INC 0.06% 3EDGE Asset Management, LP 3Y 7Y 0.06%
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