GA
PCMM

GoalVest Advisory’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

GoalVest Advisory’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 		$65.2K Buy
+1,303
New +$64.9K 0.01% 199

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

GoalVest Advisory's PCMM Position: Q3 2026 in Review

GoalVest Advisory opened a new position in BondBloxx Private Credit CLO ETF (PCMM) in Q3 2026: 1,303 shares worth $65.2K. The stake represents 0.01% of the portfolio and ranks #199 among its holdings.

6 funds tracked by Wall St. Rank hold PCMM as of Q3 2026.

  • GoalVest Advisory held 1,303 shares of BondBloxx Private Credit CLO ETF worth $65.2K as of Q3 2026.
  • BondBloxx Private Credit CLO ETF was a new GoalVest Advisory position in Q3 2026.
  • BondBloxx Private Credit CLO ETF made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #199 holding.
  • 6 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.