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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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

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. 77 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.
77 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.