FWM
PCMM

Fortress Wealth Management’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Fortress Wealth 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
2025
Q3 		$1.32M Buy
26,086
+6,935
+36% +$351K 0.59% 36
2025
Q2 		$965K Buy
19,151
+2,344
+14% +$118K 0.47% 40
2025
Q1 		$855K Buy
+16,807
New +$855K 0.44% 42

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 $649M AUM 19.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fortress Wealth Management's PCMM Position: Q3 2025 in Review

Fortress Wealth Management increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 36% in Q3 2025, buying an estimated $351K and bringing the position to 26,086 shares worth $1.32M. The position accounts for 0.59% of the portfolio, ranked #36.

Fortress Wealth Management first reported a position in PCMM in Q1 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold PCMM as of Q3 2025.

  • Fortress Wealth Management held 26,086 shares of BondBloxx Private Credit CLO ETF worth $1.32M as of Q3 2025.
  • Fortress Wealth Management bought 6,935 BondBloxx Private Credit CLO ETF shares in Q3 2025, an estimated $351K.
  • BondBloxx Private Credit CLO ETF made up 0.59% of Fortress Wealth Management's portfolio in Q3 2025, its #36 holding.
  • Fortress Wealth Management first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.