Farther Finance Advisors’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Farther Finance 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 Q3	$1.53M	Sell	30,529 -883	-3%	-$44K	0.01%	902
2026 Q2	$1.57M	Buy	31,412 +1,671	+6%	+$82.9K	0.01%	854
2026 Q1	$1.46M	Sell	29,741 -713	-2%	-$35.7K	0.01%	787
2025 Q4	$1.53M	Buy	+30,454	New	+$1.53M	0.02%	699

Other funds holding PCMM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

Farther Finance Advisors's PCMM Position: Q3 2026 in Review

Farther Finance Advisors reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 2.8% in Q3 2026, selling an estimated $44K and leaving 30,529 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #902.

Farther Finance Advisors first reported a position in PCMM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.57M in Q2 2026. 11 funds tracked by Wall St. Rank hold PCMM as of Q3 2026.

Farther Finance Advisors held 30,529 shares of BondBloxx Private Credit CLO ETF worth $1.53M as of Q3 2026.
Farther Finance Advisors sold 883 BondBloxx Private Credit CLO ETF shares in Q3 2026, an estimated $44K.
BondBloxx Private Credit CLO ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #902 holding.
Farther Finance Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and has held it in 4 quarters since.
Farther Finance Advisors's BondBloxx Private Credit CLO ETF position peaked at $1.57M in Q2 2026.
11 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.