PBDC — PUTNAM ETF TRUST

Ownership history in SMITH, MOORE & CO.  ·  4 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. 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
0.12% (2025 Q1)
Avg. % of fund
0.12%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 41,620 +1,322 +3.3% 0.10% $1.3M $30.13
2025 Q2 ADDED 40,298 +1,787 +4.6% 0.11% $1.4M $31.35
2025 Q1 ADDED 38,511 +99 +0.3% 0.12% $1.3M $31.37
2024 Q4 INITIATED 38,412 — — 0.12% $1.3M $31.15
% 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% Evolution Wealth Advisors, LLC 3Y 7Y 0.4% 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%
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