Envestnet Asset Management
PCMM

Envestnet Asset Management’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Envestnet Asset Management’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 		$11.8M Buy
237,363
+39,451
+20% +$1.96M ﹤0.01% 1819
2026
Q1 		$9.73M Buy
197,912
+36,529
+23% +$1.83M ﹤0.01% 1846
2025
Q4 		$8.09M Buy
161,383
+12,246
+8% +$615K ﹤0.01% 1840
2025
Q3 		$7.54M Buy
149,137
+135,026
+957% +$6.83M ﹤0.01% 1955
2025
Q2 		$711K Buy
+14,111
New +$712K ﹤0.01% 3473

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management's PCMM Position: Q2 2026 in Review

Envestnet Asset Management increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 20% in Q2 2026, buying an estimated $1.96M and bringing the position to 237,363 shares worth $11.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Envestnet Asset Management first reported a position in PCMM in Q2 2025 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Envestnet Asset Management held 237,363 shares of BondBloxx Private Credit CLO ETF worth $11.8M as of Q2 2026.
  • Envestnet Asset Management bought 39,451 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $1.96M.
  • BondBloxx Private Credit CLO ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1819 holding.
  • Envestnet Asset Management first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.