AWM
PCMM

AE Wealth Management’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

AE Wealth Management’s Portfolio PCMM Stock Details PCMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.3K Buy
1,068
+84
+9% +$4.17K ﹤0.01% 2075
2026
Q1 		$48.4K Buy
+984
New +$49.2K ﹤0.01% 1962
2025
Q1 		– Sell
-128
Closed -$6.47K – 2306
2024
Q4 		$6.47K Buy
+128
New +$6.45K ﹤0.01% 1891

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

AE Wealth Management's PCMM Position: Q2 2026 in Review

AE Wealth Management increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 8.5% in Q2 2026, buying an estimated $4.17K and bringing the position to 1,068 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

AE Wealth Management first reported a position in PCMM in Q4 2024 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • AE Wealth Management held 1,068 shares of BondBloxx Private Credit CLO ETF worth $53.3K as of Q2 2026.
  • AE Wealth Management bought 84 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $4.17K.
  • BondBloxx Private Credit CLO ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2075 holding.
  • AE Wealth Management first reported a position in BondBloxx Private Credit CLO ETF in Q4 2024 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.