GI
PCMM

Gradient Investments’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Gradient Investments’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 		$26.2M Sell
526,172
-266,536
-34% -$13.2M 0.36% 84
2026
Q1 		$39M Buy
792,708
+128,046
+19% +$6.41M 0.6% 49
2025
Q4 		$33.3M Buy
664,662
+70,773
+12% +$3.56M 0.53% 60
2025
Q3 		$30M Buy
593,889
+41,732
+8% +$2.11M 0.5% 66
2025
Q2 		$27.8M Buy
552,157
+33,373
+6% +$1.68M 0.51% 67
2025
Q1 		$26.4M Buy
+518,784
New +$26.4M 0.53% 64

Other funds holding PCMM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Gradient Investments's PCMM Position: Q2 2026 in Review

Gradient Investments reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 34% in Q2 2026, selling an estimated $13.2M and leaving 526,172 shares worth $26.2M. The position accounts for 0.36% of the portfolio, ranked #84.

Gradient Investments first reported a position in PCMM in Q1 2025 and has held it in 6 quarters since. The position peaked at $39M in Q1 2026. 11 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Gradient Investments held 526,172 shares of BondBloxx Private Credit CLO ETF worth $26.2M as of Q2 2026.
  • Gradient Investments sold 266,536 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $13.2M.
  • BondBloxx Private Credit CLO ETF made up 0.36% of Gradient Investments's portfolio in Q2 2026, its #84 holding.
  • Gradient Investments first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and has held it in 6 quarters since.
  • Gradient Investments's BondBloxx Private Credit CLO ETF position peaked at $39M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.