IPW
PCMM

Impact Partnership Wealth’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Impact Partnership Wealth’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 		$2.75M Buy
55,857
+17,703
+46% +$886K 0.34% 39
2025
Q4 		$1.91M Buy
38,154
+25,241
+195% +$1.27M 0.25% 43
2025
Q3 		$653K Buy
+12,913
New +$653K 0.1% 132

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

Impact Partnership Wealth's PCMM Position: Q1 2026 in Review

Impact Partnership Wealth increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 46% in Q1 2026, buying an estimated $886K and bringing the position to 55,857 shares worth $2.75M. The position accounts for 0.34% of the portfolio, ranked #39.

Impact Partnership Wealth first reported a position in PCMM in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Impact Partnership Wealth held 55,857 shares of BondBloxx Private Credit CLO ETF worth $2.75M as of Q1 2026.
  • Impact Partnership Wealth bought 17,703 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $886K.
  • BondBloxx Private Credit CLO ETF made up 0.34% of Impact Partnership Wealth's portfolio in Q1 2026, its #39 holding.
  • Impact Partnership Wealth first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.