EFG
PCMM

Elm3 Financial Group’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Elm3 Financial 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 		$210K Buy
4,220
+100
+2% +$4.96K 0.14% 131
2026
Q1 		$203K Buy
+4,120
New +$206K 0.17% 115

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

Elm3 Financial Group's PCMM Position: Q2 2026 in Review

Elm3 Financial Group increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 2.4% in Q2 2026, buying an estimated $4.96K and bringing the position to 4,220 shares worth $210K. The position accounts for 0.14% of the portfolio, ranked #131.

Elm3 Financial Group first reported a position in PCMM in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Elm3 Financial Group held 4,220 shares of BondBloxx Private Credit CLO ETF worth $210K as of Q2 2026.
  • Elm3 Financial Group bought 100 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $4.96K.
  • BondBloxx Private Credit CLO ETF made up 0.14% of Elm3 Financial Group's portfolio in Q2 2026, its #131 holding.
  • Elm3 Financial Group first reported a position in BondBloxx Private Credit CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.