CAIM
PCMM

Catherine Avery Investment Management’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Catherine Avery Investment Management’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
-295
Closed -$14.9K – 177
2025
Q2 		$14.9K Buy
+295
New +$14.9K 0.01% 92

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

Catherine Avery Investment Management's PCMM Position: Q3 2025 in Review

Catherine Avery Investment Management sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q3 2025, closing a stake of 295 shares — an estimated $14.9K sold.

Catherine Avery Investment Management first reported a position in PCMM in Q2 2025 and held it in 1 quarter. The position peaked at $14.9K in Q2 2025. 55 funds tracked by Wall St. Rank hold PCMM as of Q3 2025.

  • Catherine Avery Investment Management reported no remaining BondBloxx Private Credit CLO ETF position as of Q3 2025 after selling out during the quarter.
  • Catherine Avery Investment Management sold 295 BondBloxx Private Credit CLO ETF shares in Q3 2025, an estimated $14.9K.
  • Catherine Avery Investment Management first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and held it in 1 quarter.
  • Catherine Avery Investment Management's BondBloxx Private Credit CLO ETF position peaked at $14.9K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2025.

Based on Catherine Avery Investment Management's 13F filing for Q3 2025, filed 5 Jan 2026.