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Putnam Etf Trust shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of Putnam Etf Trust (PBDC) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in Putnam Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Putnam Etf Trust held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Putnam Etf Trust by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $606k 19k 31.78

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Aim Etf Products Trust Allianzim Us Equ (JANU)

View all positions for Discipline Wealth Solutions

Top funds holding Putnam Etf Trust

Condor Capital Management
Raymond James Financial
Commonwealth Equity Services
Evolution Wealth Advisors
Cetera Investment Advisers
Steward Partners Investment Advisory
CI Private Wealth
Stonebridge Financial Planning Group
LPL Financial
H D Vest Advisory Services
Newbridge Financial Services Group
Prosperity Financial Group
Haven Private
RFG Advisory
Apollon Wealth Management

View all funds holding Putnam Etf Trust