Avaii Wealth Management
PCMM icon

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
Q3 		– Sell
-4,175
Closed -$208K – 195
2026
Q2 		$208K Sell
4,175
-393
-9% -$19.5K 0.06% 170
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Vavra Capital Management
Vavra Capital Management Collegeville, Pennsylvania $115M AUM 11.8% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wolff Wiese Magana
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Avaii Wealth Management's PCMM Position: Q3 2026 in Review

Avaii Wealth Management sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q3 2026, closing a stake of 4,175 shares — an estimated $208K sold.

Avaii Wealth Management first reported a position in PCMM in Q3 2025 and held it in 4 quarters. The position peaked at $261K in Q4 2025. 19 funds tracked by Wall St. Rank hold PCMM as of Q3 2026.

  • Avaii Wealth Management reported no remaining BondBloxx Private Credit CLO ETF position as of Q3 2026 after selling out during the quarter.
  • Avaii Wealth Management sold 4,175 BondBloxx Private Credit CLO ETF shares in Q3 2026, an estimated $208K.
  • Avaii Wealth Management first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and held it in 4 quarters.
  • Avaii Wealth Management's BondBloxx Private Credit CLO ETF position peaked at $261K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.