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
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
OA
Oasis Advisors Forest City, Iowa $509M AUM
CCA
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Elm3 Financial Group's PCMM Position: Q1 2026 in Review

Elm3 Financial Group opened a new position in BondBloxx Private Credit CLO ETF (PCMM) in Q1 2026: 4,120 shares worth $203K. The stake represents 0.17% of the portfolio and ranks #115 among its holdings.

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

  • Elm3 Financial Group held 4,120 shares of BondBloxx Private Credit CLO ETF worth $203K as of Q1 2026.
  • BondBloxx Private Credit CLO ETF was a new Elm3 Financial Group position in Q1 2026.
  • BondBloxx Private Credit CLO ETF made up 0.17% of Elm3 Financial Group's portfolio in Q1 2026, its #115 holding.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.