Carson Wealth (CWM LLC)
PCMM

Carson Wealth (CWM LLC)’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.35M Buy
27,529
+7,065
+35% +$353K ﹤0.01% 1381
2025
Q4 		$1.03M Buy
20,464
+19,801
+2,987% +$995K ﹤0.01% 1483
2025
Q3 		$34K Buy
+663
New +$33.5K ﹤0.01% 3811

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PCMM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 35% in Q1 2026, buying an estimated $353K and bringing the position to 27,529 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Carson Wealth (CWM LLC) first reported a position in PCMM in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,529 shares of BondBloxx Private Credit CLO ETF worth $1.35M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,065 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $353K.
  • BondBloxx Private Credit CLO ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1381 holding.
  • Carson Wealth (CWM LLC) first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.