CIA
PCMM icon

Concurrent Investment Advisors’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Concurrent Investment Advisors’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 		$507K Sell
10,171
-628
-6% -$31.1K ﹤0.01% 1390
2026
Q1 		$531K Buy
+10,799
New +$540K 0.01% 1186

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

Concurrent Investment Advisors's PCMM Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 5.8% in Q2 2026, selling an estimated $31.1K and leaving 10,171 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Concurrent Investment Advisors first reported a position in PCMM in Q1 2026 and has held it in 2 quarters since. The position peaked at $531K in Q1 2026. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Concurrent Investment Advisors held 10,171 shares of BondBloxx Private Credit CLO ETF worth $507K as of Q2 2026.
  • Concurrent Investment Advisors sold 628 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $31.1K.
  • BondBloxx Private Credit CLO ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1390 holding.
  • Concurrent Investment Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's BondBloxx Private Credit CLO ETF position peaked at $531K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.