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 Q1	$531K	Buy	+10,799	New	+$540K	0.01%	1186

Other funds holding PCMM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $509M AUM

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Concurrent Investment Advisors's PCMM Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in BondBloxx Private Credit CLO ETF (PCMM) in Q1 2026: 10,799 shares worth $531K. The stake represents 0.01% of the portfolio and ranks #1186 among its holdings.

70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

Concurrent Investment Advisors held 10,799 shares of BondBloxx Private Credit CLO ETF worth $531K as of Q1 2026.
BondBloxx Private Credit CLO ETF was a new Concurrent Investment Advisors position in Q1 2026.
BondBloxx Private Credit CLO ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1186 holding.
70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.