Commonwealth Equity Services
PCMM

Commonwealth Equity Services’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Commonwealth Equity Services’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 		– Sell
-16,046
Closed -$789K – 4588
2026
Q1 		$789K Sell
16,046
-394
-2% -$19.7K ﹤0.01% 2807
2025
Q4 		$824K Sell
16,440
-20,175
-55% -$1.01M ﹤0.01% 2748
2025
Q3 		$1.85M Buy
36,615
+26,543
+264% +$1.34M ﹤0.01% 2061
2025
Q2 		$507K Buy
+10,072
New +$508K ﹤0.01% 3127

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $361M AUM 23.03% 1-Year Est. Return

Commonwealth Equity Services's PCMM Position: Q2 2026 in Review

Commonwealth Equity Services sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q2 2026, closing a stake of 16,046 shares — an estimated $789K sold.

Commonwealth Equity Services first reported a position in PCMM in Q2 2025 and held it in 4 quarters. The position peaked at $1.85M in Q3 2025. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Commonwealth Equity Services reported no remaining BondBloxx Private Credit CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 16,046 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $789K.
  • Commonwealth Equity Services first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and held it in 4 quarters.
  • Commonwealth Equity Services's BondBloxx Private Credit CLO ETF position peaked at $1.85M in Q3 2025.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.