GRP
PCMM

Global Retirement Partners’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Global Retirement Partners’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 		$5.18K Buy
+104
New +$5.16K ﹤0.01% 3685
2025
Q4 		$2.39K Buy
48
+1
+2% +$50 ﹤0.01% 3672
2025
Q3 		$2.37K Buy
47
+1
+2% +$51 ﹤0.01% 3264
2025
Q2 		$2.32K Buy
+46
New +$2.32K ﹤0.01% 3192

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

Global Retirement Partners's PCMM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BondBloxx Private Credit CLO ETF (PCMM) in Q2 2026: 104 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #3685 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PCMM as recently as Q4 2025.

Global Retirement Partners first reported a position in PCMM in Q2 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Global Retirement Partners held 104 shares of BondBloxx Private Credit CLO ETF worth $5.18K as of Q2 2026.
  • BondBloxx Private Credit CLO ETF was a new Global Retirement Partners position in Q2 2026.
  • BondBloxx Private Credit CLO ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3685 holding.
  • Global Retirement Partners first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.