FPGK
PCMM

Financial Partners Group (Kansas)’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Financial Partners Group (Kansas)’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 		$494K Sell
9,901
-971
-9% -$48.1K 0.05% 152
2026
Q1 		$535K Sell
10,872
-3,300
-23% -$165K 0.06% 133
2025
Q4 		$714K Sell
14,172
-1,411
-9% -$70.9K 0.08% 113
2025
Q3 		$788K Sell
15,583
-2,214
-12% -$112K 0.1% 96
2025
Q2 		$897K Buy
17,797
+543
+3% +$27.4K 0.12% 80
2025
Q1 		$878K Buy
+17,254
New +$877K 0.14% 76

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

Financial Partners Group (Kansas)'s PCMM Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 8.9% in Q2 2026, selling an estimated $48.1K and leaving 9,901 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #152.

Financial Partners Group (Kansas) first reported a position in PCMM in Q1 2025 and has held it in 6 quarters since. The position peaked at $897K in Q2 2025. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Financial Partners Group (Kansas) held 9,901 shares of BondBloxx Private Credit CLO ETF worth $494K as of Q2 2026.
  • Financial Partners Group (Kansas) sold 971 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $48.1K.
  • BondBloxx Private Credit CLO ETF made up 0.05% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #152 holding.
  • Financial Partners Group (Kansas) first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and has held it in 6 quarters since.
  • Financial Partners Group (Kansas)'s BondBloxx Private Credit CLO ETF position peaked at $897K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.