CAS
PCMM

Coppell Advisory Solutions’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Coppell Advisory Solutions’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 		$7.17K Buy
+10,348
New +$513K ﹤0.01% 506
2026
Q1 		– Sell
-13,902
Closed -$696K – 394
2025
Q4 		$696K Buy
+13,902
New +$698K 0.07% 215

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

Coppell Advisory Solutions's PCMM Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in BondBloxx Private Credit CLO ETF (PCMM) in Q2 2026: 10,348 shares worth $7.17K. The stake represents ﹤0.01% of the portfolio and ranks #506 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in PCMM as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in PCMM in Q4 2025 and has held it in 2 quarters since. The position peaked at $696K in Q4 2025. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Coppell Advisory Solutions held 10,348 shares of BondBloxx Private Credit CLO ETF worth $7.17K as of Q2 2026.
  • BondBloxx Private Credit CLO ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • BondBloxx Private Credit CLO ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #506 holding.
  • Coppell Advisory Solutions first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • Coppell Advisory Solutions's BondBloxx Private Credit CLO ETF position peaked at $696K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.