Cambridge Investment Research Advisors
PCMM

Cambridge Investment Research Advisors’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Cambridge Investment Research 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 		$2.45M Buy
49,140
+27,613
+128% +$1.37M 0.01% 1518
2026
Q1 		$1.06M Sell
21,527
-44
-0.2% -$2.2K ﹤0.01% 2127
2025
Q4 		$1.08M Buy
21,571
+8,253
+62% +$415K ﹤0.01% 2032
2025
Q3 		$673K Buy
13,318
+2,636
+25% +$133K ﹤0.01% 2395
2025
Q2 		$538K Buy
10,682
+497
+5% +$25.1K ﹤0.01% 2476
2025
Q1 		$518K Sell
10,185
-76,313
-88% -$3.88M ﹤0.01% 2407
2024
Q4 		$4.37M Buy
+86,498
New +$4.36M 0.01% 875

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

Cambridge Investment Research Advisors's PCMM Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 128% in Q2 2026, buying an estimated $1.37M and bringing the position to 49,140 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #1518.

Cambridge Investment Research Advisors first reported a position in PCMM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.37M in Q4 2024. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Cambridge Investment Research Advisors held 49,140 shares of BondBloxx Private Credit CLO ETF worth $2.45M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 27,613 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $1.37M.
  • BondBloxx Private Credit CLO ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1518 holding.
  • Cambridge Investment Research Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q4 2024 and has held it in 7 quarters since.
  • Cambridge Investment Research Advisors's BondBloxx Private Credit CLO ETF position peaked at $4.37M in Q4 2024.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.