AWM
PCMM

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

Avaii 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 		$225K Sell
4,568
-638
-12% -$31.9K 0.08% 149
2025
Q4 		$261K Buy
5,206
+798
+18% +$40.1K 0.09% 124
2025
Q3 		$223K Buy
+4,408
New +$223K 0.08% 136

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 $509M 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 $336M AUM 19.52% 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

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

Avaii Wealth Management reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 12% in Q1 2026, selling an estimated $31.9K and leaving 4,568 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #149.

Avaii Wealth Management first reported a position in PCMM in Q3 2025 and has held it in 3 quarters since. The position peaked at $261K in Q4 2025. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Avaii Wealth Management held 4,568 shares of BondBloxx Private Credit CLO ETF worth $225K as of Q1 2026.
  • Avaii Wealth Management sold 638 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $31.9K.
  • BondBloxx Private Credit CLO ETF made up 0.08% of Avaii Wealth Management's portfolio in Q1 2026, its #149 holding.
  • Avaii Wealth Management first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 3 quarters since.
  • Avaii Wealth Management's BondBloxx Private Credit CLO ETF position peaked at $261K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.