Green Ridge Wealth Planning’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Green Ridge Wealth Planning’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	$1.9M	Buy	37,882 +11,783	+45%	+$587K	0.76%	28
2026 Q2	$1.3M	Buy	26,099 +16,287	+166%	+$808K	0.55%	32
2026 Q1	$482K	Buy	+9,812	New	+$491K	0.25%	46

Other funds holding PCMM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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 New York $578M AUM 17.41% 1-Year Est. Return

Green Ridge Wealth Planning's PCMM Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 45% in Q3 2026, buying an estimated $587K and bringing the position to 37,882 shares worth $1.9M. The position accounts for 0.76% of the portfolio, ranked #28.

Green Ridge Wealth Planning first reported a position in PCMM in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold PCMM as of Q3 2026.

Green Ridge Wealth Planning held 37,882 shares of BondBloxx Private Credit CLO ETF worth $1.9M as of Q3 2026.
Green Ridge Wealth Planning bought 11,783 BondBloxx Private Credit CLO ETF shares in Q3 2026, an estimated $587K.
BondBloxx Private Credit CLO ETF made up 0.76% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #28 holding.
Green Ridge Wealth Planning first reported a position in BondBloxx Private Credit CLO ETF in Q1 2026 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.