CPIG
PCMM

Chicago Partners Investment Group’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Chicago Partners Investment Group’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 		$895K Sell
18,101
-735
-4% -$36.8K 0.02% 590
2025
Q4 		$946K Sell
18,836
-4,062
-18% -$204K 0.02% 493
2025
Q3 		$1.15M Sell
22,898
-3,441
-13% -$174K 0.03% 392
2025
Q2 		$1.34M Buy
26,339
+6,276
+31% +$317K 0.04% 335
2025
Q1 		$1.01M Buy
+20,063
New +$1.02M 0.03% 361

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 $509M AUM
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
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
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Chicago Partners Investment Group's PCMM Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 3.9% in Q1 2026, selling an estimated $36.8K and leaving 18,101 shares worth $895K. The position accounts for 0.02% of the portfolio, ranked #590.

Chicago Partners Investment Group first reported a position in PCMM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.34M in Q2 2025. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Chicago Partners Investment Group held 18,101 shares of BondBloxx Private Credit CLO ETF worth $895K as of Q1 2026.
  • Chicago Partners Investment Group sold 735 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $36.8K.
  • BondBloxx Private Credit CLO ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q1 2026, its #590 holding.
  • Chicago Partners Investment Group first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and has held it in 5 quarters since.
  • Chicago Partners Investment Group's BondBloxx Private Credit CLO ETF position peaked at $1.34M in Q2 2025.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.