HIS
PCMM

Harvest Investment Services’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Harvest Investment Services’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
Q1 		$785K Sell
15,970
-30
-0.2% -$1.5K 0.14% 147
2025
Q4 		$802K Hold
16,000
– – 0.15% 140
2025
Q3 		$809K Buy
+16,000
New +$809K 0.16% 146

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Harvest Investment Services's PCMM Position: Q1 2026 in Review

Harvest Investment Services reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 0.19% in Q1 2026, selling an estimated $1.5K and leaving 15,970 shares worth $785K. The position accounts for 0.14% of the portfolio, ranked #147.

Harvest Investment Services first reported a position in PCMM in Q3 2025 and has held it in 3 quarters since. The position peaked at $809K in Q3 2025. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Harvest Investment Services held 15,970 shares of BondBloxx Private Credit CLO ETF worth $785K as of Q1 2026.
  • Harvest Investment Services sold 30 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $1.5K.
  • BondBloxx Private Credit CLO ETF made up 0.14% of Harvest Investment Services's portfolio in Q1 2026, its #147 holding.
  • Harvest Investment Services first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 3 quarters since.
  • Harvest Investment Services's BondBloxx Private Credit CLO ETF position peaked at $809K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.