Carrera Capital Advisors’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Carrera Capital 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	$9.34M	Sell	187,215 -48,711	-21%	-$2.42M	1.38%	14
2026 Q1	$11.6M	Sell	235,926 -102,433	-30%	-$5.12M	1.79%	12
2025 Q4	$17M	Sell	338,359 -252,893	-43%	-$12.7M	2.85%	7
2025 Q3	$29.9M	Buy	591,252 +43,784	+8%	+$2.21M	5.36%	4
2025 Q2	$27.6M	Sell	547,468 -34,722	-6%	-$1.75M	5.55%	4
2025 Q1	$29.6M	Buy	+582,190	New	+$29.6M	6.56%	3

Other funds holding PCMM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carrera Capital Advisors's PCMM Position: Q2 2026 in Review

Carrera Capital Advisors reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 21% in Q2 2026, selling an estimated $2.42M and leaving 187,215 shares worth $9.34M. The position accounts for 1.38% of the portfolio, ranked #14.

Carrera Capital Advisors first reported a position in PCMM in Q1 2025 and has held it in 6 quarters since. The position peaked at $29.9M in Q3 2025. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

Carrera Capital Advisors held 187,215 shares of BondBloxx Private Credit CLO ETF worth $9.34M as of Q2 2026.
Carrera Capital Advisors sold 48,711 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $2.42M.
BondBloxx Private Credit CLO ETF made up 1.38% of Carrera Capital Advisors's portfolio in Q2 2026, its #14 holding.
Carrera Capital Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and has held it in 6 quarters since.
Carrera Capital Advisors's BondBloxx Private Credit CLO ETF position peaked at $29.9M in Q3 2025.
77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.