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
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
OA
Oasis Advisors Forest City, Iowa $154M AUM
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

AE Wealth Management's PCMM Position: Q1 2026 in Review

AE Wealth Management opened a new position in BondBloxx Private Credit CLO ETF (PCMM) in Q1 2026: 984 shares worth $48.4K. The stake represents ﹤0.01% of the portfolio and ranks #1962 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in PCMM as recently as Q4 2024.

AE Wealth Management first reported a position in PCMM in Q4 2024 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • AE Wealth Management held 984 shares of BondBloxx Private Credit CLO ETF worth $48.4K as of Q1 2026.
  • BondBloxx Private Credit CLO ETF was a new AE Wealth Management position in Q1 2026.
  • BondBloxx Private Credit CLO ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1962 holding.
  • AE Wealth Management first reported a position in BondBloxx Private Credit CLO ETF in Q4 2024 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.