GRWP
PCMM

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
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

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

Green Ridge Wealth Planning's PCMM Position: Q2 2026 in Review

Green Ridge Wealth Planning increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 166% in Q2 2026, buying an estimated $808K and bringing the position to 26,099 shares worth $1.3M. The position accounts for 0.55% of the portfolio, ranked #32.

Green Ridge Wealth Planning first reported a position in PCMM in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Green Ridge Wealth Planning held 26,099 shares of BondBloxx Private Credit CLO ETF worth $1.3M as of Q2 2026.
  • Green Ridge Wealth Planning bought 16,287 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $808K.
  • BondBloxx Private Credit CLO ETF made up 0.55% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #32 holding.
  • Green Ridge Wealth Planning first reported a position in BondBloxx Private Credit CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.