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BondBloxx Private Credit CLO ETF
PCMM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Gradient Investments
1
Gradient Investments
Minnesota
USD 26.2 M -USD 13.2 M -266,536 -34%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 11.8 M +USD 1.96 M +39,451 +20%
Carrera Capital Advisors
3
Carrera Capital Advisors
Michigan
USD 9.34 M -USD 2.42 M -48,711 -21%
&Partners
4
&Partners
Tennessee
USD 5.82 M -USD 2.48 M -50,022 -30%
NewEdge Wealth
5
NewEdge Wealth
Pennsylvania
USD 4.63 M -USD 183 k -3,682 -4%
MML Investors Services
6
MML Investors Services
Massachusetts
USD 4.21 M +USD 1.68 M +33,837 +67%
Impact Partnership Wealth
7
Impact Partnership Wealth
Georgia
USD 3.97 M +USD 1.17 M +23,695 +42%
Foundations Investment Advisors
8
Foundations Investment Advisors
Arizona
USD 3.92 M +USD 282 k +5,697 +8%
Stifel Financial
9
Stifel Financial
Missouri
USD 3.79 M +USD 300 k +6,041 +9%
WWM
10
WT Wealth Management
Arizona
USD 3.54 M -USD 699 k -14,094 -17%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
USD 3.28 M +USD 3.27 M +66,013 Nuevas
Atomi Financial Group
12
Atomi Financial Group
New York
USD 3.23 M -USD 124 k -2,495 -4%
MFS
13
Mattson Financial Services
Michigan
USD 3.07 M -USD 1.17 M -23,515 -27%
BW
14
Balance Wealth
Ohio
USD 3 M +USD 66.5 k +1,341 +2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
USD 2.72 M +USD 1.07 M +21,533 +65%
Inspire Advisors
16
Inspire Advisors
Idaho
USD 2.62 M +USD 204 k +4,109 +8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
USD 2.45 M +USD 1.37 M +27,613 +128%
Signal Advisors Wealth
18
Signal Advisors Wealth
Michigan
USD 2.29 M -USD 27.9 k -563 -1%
LRWM
19
Lord & Richards Wealth Management
Colorado
USD 2.26 M -USD 56.4 k -1,138 -2%
Citadel Advisors
20
Citadel Advisors
Florida
USD 2.17 M +USD 983 k +19,815 +84%
MI
21
Markowski Investments
Florida
USD 2.04 M +USD 2.03 M +40,974 Nuevas
Compass Financial Management
22
Compass Financial Management
Florida
USD 2.01 M +USD 2.01 M +40,446 Nuevas
LPL Financial
23
LPL Financial
California
USD 1.86 M +USD 1.85 M +37,271 Nuevas
BFA
24
Brown Financial Advisors
Ohio
USD 1.82 M -USD 803 k -16,186 -31%
Capital Investment Advisory Services
25
Capital Investment Advisory Services
North Carolina
USD 1.73 M +USD 125 k +2,526 +8%
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