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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 30 M +USD 2.11 M +41,732 +8%
Carrera Capital Advisors
2
Carrera Capital Advisors
Michigan
USD 29.9 M +USD 2.21 M +43,784 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
USD 7.54 M +USD 6.83 M +135,026 +957%
Brinker Capital Investments
4
Brinker Capital Investments
Pennsylvania
USD 6.27 M +USD 486 k +9,609 +8%
&Partners
5
&Partners
Tennessee
USD 6.18 M +USD 6.18 M +122,098 Nuevas
NewEdge Wealth
6
NewEdge Wealth
Pennsylvania
USD 4.55 M +USD 1 M +19,864 +28%
Northland Capital Management
7
Northland Capital Management
Minnesota
USD 4.33 M +USD 49.7 k +983 +1%
Mattson Financial Services
8
Mattson Financial Services
Michigan
USD 3.34 M +USD 167 k +3,301 +5%
Balance Wealth
9
Balance Wealth
Ohio
USD 3.19 M +USD 659 k +13,030 +26%
Stifel Financial
10
Stifel Financial
Missouri
USD 2.43 M +USD 540 k +10,672 +29%
FullCircle Wealth
11
FullCircle Wealth
Texas
USD 2.37 M +USD 1.03 M +20,317 +75%
Goldman Sachs
12
Goldman Sachs
New York
USD 2.26 M +USD 1.14 M +22,631 +103%
Inspire Advisors
13
Inspire Advisors
Idaho
USD 2.25 M +USD 260 k +5,135 +13%
Lord & Richards Wealth Management
14
Lord & Richards Wealth Management
Colorado
USD 2.21 M +USD 2.21 M +43,673 Nuevas
Signal Advisors Wealth
15
Signal Advisors Wealth
Michigan
USD 2.21 M +USD 2.21 M +43,673 Nuevas
Castleview Partners
16
Castleview Partners
Texas
USD 2.12 M +USD 2.12 M +41,856 Nuevas
Brown Financial Advisors
17
Brown Financial Advisors
Ohio
USD 1.99 M +USD 91.1 k +1,802 +5%
Magnus Financial Group
18
Magnus Financial Group
New York
USD 1.94 M +USD 542 k +10,725 +39%
Prime Capital Investment Advisors
19
Prime Capital Investment Advisors
Kansas
USD 1.87 M -USD 506 -10 -0%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 1.85 M +USD 1.34 M +26,543 +264%
Camarda Financial Advisors
21
Camarda Financial Advisors
Florida
USD 1.61 M -USD 14.5 k -286 -0.9%
RFG Advisory
22
RFG Advisory
Alabama
USD 1.32 M +USD 516 k +10,201 +64%
Fortress Wealth Management
23
Fortress Wealth Management
California
USD 1.32 M +USD 351 k +6,935 +36%
Foundations Investment Advisors
24
Foundations Investment Advisors
Arizona
USD 1.28 M +USD 120 k +2,376 +10%
Chicago Partners Investment Group
25
Chicago Partners Investment Group
Illinois
USD 1.15 M -USD 174 k -3,441 -13%
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