CPIG
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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
Q2 		$811K Sell
16,259
-1,842
-10% -$91.3K 0.02% 751
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 $7B AUM 14.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $357M AUM 15.82% 1-Year Est. Return

Chicago Partners Investment Group's PCMM Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 10% in Q2 2026, selling an estimated $91.3K and leaving 16,259 shares worth $811K. The position accounts for 0.02% of the portfolio, ranked #751.

Chicago Partners Investment Group first reported a position in PCMM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.34M in Q2 2025. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Chicago Partners Investment Group held 16,259 shares of BondBloxx Private Credit CLO ETF worth $811K as of Q2 2026.
  • Chicago Partners Investment Group sold 1,842 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $91.3K.
  • BondBloxx Private Credit CLO ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #751 holding.
  • Chicago Partners Investment Group first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and has held it in 6 quarters since.
  • Chicago Partners Investment Group's BondBloxx Private Credit CLO ETF position peaked at $1.34M in Q2 2025.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.