Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

PBDCPBDC
Showing 8 of 11 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in PUTNAM ETF TRUST

Steward Partners Investment Advisory, LLC holds 30,369 shares of PBDC (PUTNAM ETF TRUST), worth $826,339 as of 2026-Q2. The position was decreased (-25.3% shares). PBDC represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$826,339

Current Shares

30,369

Total Value Change

-$925,166

Total Shares Change

-21,466

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
30,369
-25.3%
$826,3390.0%$25.78
0
2026-Q1
Decreased
40,647
-51.6%
$1.1M0.0%$25.46
0
2025-Q4
Decreased
84,061
-16.6%
$2.6M0.0%$28.25
0
2025-Q3
Increased
100,858
+4.5%
$3.2M0.0%$27.82
28
2025-Q2
Increased
96,475
+60.7%
$3.3M0.0%$28.95
38
2025-Q1
Increased
60,031
+2.0%
$2.1M0.0%$28.96
26
2024-Q4
Increased
58,856
+13.5%
$2M0.0%$28.76
29
2024-Q3
Increased
51,835
+7.9%
$1.8M0.0%$26.90
28

Other major holders of PBDC: FRANKLIN TEMPLETON INC, Russell Investments Group, Ltd., Cetera Investment Advisers, RAYMOND JAMES FINANCIAL INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used