IA
PCMM

Inspire Advisors’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Inspire Advisors’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 		$2.39M Buy
48,518
+8,630
+22% +$432K 0.19% 90
2025
Q4 		$2M Sell
39,888
-4,533
-10% -$228K 0.18% 92
2025
Q3 		$2.25M Buy
44,421
+5,135
+13% +$260K 0.21% 81
2025
Q2 		$1.98M Buy
+39,286
New +$1.98M 0.21% 86

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 $361M AUM 23.03% 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

Inspire Advisors's PCMM Position: Q1 2026 in Review

Inspire Advisors increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 22% in Q1 2026, buying an estimated $432K and bringing the position to 48,518 shares worth $2.39M. The position accounts for 0.19% of the portfolio, ranked #90.

Inspire Advisors first reported a position in PCMM in Q2 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Inspire Advisors held 48,518 shares of BondBloxx Private Credit CLO ETF worth $2.39M as of Q1 2026.
  • Inspire Advisors bought 8,630 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $432K.
  • BondBloxx Private Credit CLO ETF made up 0.19% of Inspire Advisors's portfolio in Q1 2026, its #90 holding.
  • Inspire Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.