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
Q2 		$3.97M Buy
79,552
+23,695
+42% +$1.17M 0.39% 32
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
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Impact Partnership Wealth's PCMM Position: Q2 2026 in Review

Impact Partnership Wealth increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 42% in Q2 2026, buying an estimated $1.17M and bringing the position to 79,552 shares worth $3.97M. The position accounts for 0.39% of the portfolio, ranked #32.

Impact Partnership Wealth first reported a position in PCMM in Q3 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Impact Partnership Wealth held 79,552 shares of BondBloxx Private Credit CLO ETF worth $3.97M as of Q2 2026.
  • Impact Partnership Wealth bought 23,695 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $1.17M.
  • BondBloxx Private Credit CLO ETF made up 0.39% of Impact Partnership Wealth's portfolio in Q2 2026, its #32 holding.
  • Impact Partnership Wealth first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.