BFA
PCMM

Brown Financial Advisors’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Brown Financial 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
2026
Q2 		$1.82M Sell
36,544
-16,186
-31% -$803K 0.64% 49
2026
Q1 		$2.59M Buy
52,730
+12,838
+32% +$642K 0.98% 29
2025
Q4 		$2M Buy
39,892
+523
+1% +$26.3K 0.73% 46
2025
Q3 		$1.99M Buy
39,369
+1,802
+5% +$91.1K 0.74% 48
2025
Q2 		$1.89M Sell
37,567
-255
-0.7% -$12.9K 0.74% 45
2025
Q1 		$1.92M Buy
+37,822
New +$1.92M 0.79% 43

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

Brown Financial Advisors's PCMM Position: Q2 2026 in Review

Brown Financial Advisors reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 31% in Q2 2026, selling an estimated $803K and leaving 36,544 shares worth $1.82M. The position accounts for 0.64% of the portfolio, ranked #49.

Brown Financial Advisors first reported a position in PCMM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.59M in Q1 2026. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Brown Financial Advisors held 36,544 shares of BondBloxx Private Credit CLO ETF worth $1.82M as of Q2 2026.
  • Brown Financial Advisors sold 16,186 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $803K.
  • BondBloxx Private Credit CLO ETF made up 0.64% of Brown Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • Brown Financial Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and has held it in 6 quarters since.
  • Brown Financial Advisors's BondBloxx Private Credit CLO ETF position peaked at $2.59M in Q1 2026.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.