Private Wealth Asset Management »

Putnam Etf Trust shares owned by Private Wealth Asset Management

Quarter-by-quarter ownership of Putnam Etf Trust (PBDC) shares owned by Private Wealth Asset Management from 13F filings

Historical chart of Private Wealth Asset Management investment in Putnam Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Putnam Etf Trust by Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2k 45 27.20

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Apple (AAPL)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Ssga Active Trust State Street Multi-asset Real Return Etf St Str Real Etf (RLY)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Caterpillar (CAT)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Eli Lilly & Co. (LLY)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)

View all positions for Private Wealth Asset Management

Top funds holding Putnam Etf Trust

Russell Investments
Condor Capital Management
Cetera Investment Advisers
LexAurum Advisors
Clark Capital Management Group
Prota Financial
Envestnet Asset Management
Evolution Wealth Advisors
CI Private Wealth
LPL Financial
Goss Wealth Management
Apollon Wealth Management
Haven Private
RFG Advisory
Closed-End Fund Advisors

View all funds holding Putnam Etf Trust