Foundations Investment Advisors’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Foundations Investment 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 Q2	$3.92M	Buy	78,573 +5,697	+8%	+$282K	0.04%	288
2026 Q1	$3.58M	Buy	72,876 +44,772	+159%	+$2.24M	0.04%	271
2025 Q4	$1.41M	Buy	28,104 +2,795	+11%	+$140K	0.02%	421
2025 Q3	$1.28M	Buy	25,309 +2,376	+10%	+$120K	0.02%	414
2025 Q2	$1.16M	Buy	22,933 +1,601	+8%	+$80.8K	0.02%	401
2025 Q1	$1.09M	Buy	+21,332	New	+$1.08M	0.02%	388

Other funds holding PCMM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foundations Investment Advisors's PCMM Position: Q2 2026 in Review

Foundations Investment Advisors increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 7.8% in Q2 2026, buying an estimated $282K and bringing the position to 78,573 shares worth $3.92M. The position accounts for 0.04% of the portfolio, ranked #288.

Foundations Investment Advisors first reported a position in PCMM in Q1 2025 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

Foundations Investment Advisors held 78,573 shares of BondBloxx Private Credit CLO ETF worth $3.92M as of Q2 2026.
Foundations Investment Advisors bought 5,697 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $282K.
BondBloxx Private Credit CLO ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #288 holding.
Foundations Investment Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and has held it in 6 quarters since.
77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.