BCA
PCMM

Bay Colony Advisors’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Bay Colony Advisors’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
2025
Q3 		– Sell
-8,949
Closed -$451K – 555
2025
Q2 		$451K Buy
8,949
+1,287
+17% +$64.9K 0.06% 262
2025
Q1 		$391K Buy
+7,662
New +$390K 0.06% 280

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bay Colony Advisors's PCMM Position: Q3 2025 in Review

Bay Colony Advisors sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q3 2025, closing a stake of 8,949 shares — an estimated $451K sold.

Bay Colony Advisors first reported a position in PCMM in Q1 2025 and held it in 2 quarters. The position peaked at $451K in Q2 2025. 55 funds tracked by Wall St. Rank hold PCMM as of Q3 2025.

  • Bay Colony Advisors reported no remaining BondBloxx Private Credit CLO ETF position as of Q3 2025 after selling out during the quarter.
  • Bay Colony Advisors sold 8,949 BondBloxx Private Credit CLO ETF shares in Q3 2025, an estimated $451K.
  • Bay Colony Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and held it in 2 quarters.
  • Bay Colony Advisors's BondBloxx Private Credit CLO ETF position peaked at $451K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2025.

Based on Bay Colony Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.