Integrated Wealth Concepts’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Integrated Wealth Concepts’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	$39.6K	Buy	+794	New	+$39.4K	﹤0.01%	3549

Other funds holding PCMM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

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 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

Integrated Wealth Concepts's PCMM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in BondBloxx Private Credit CLO ETF (PCMM) in Q2 2026: 794 shares worth $39.6K. The stake represents ﹤0.01% of the portfolio and ranks #3549 among its holdings.

77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

Integrated Wealth Concepts held 794 shares of BondBloxx Private Credit CLO ETF worth $39.6K as of Q2 2026.
BondBloxx Private Credit CLO ETF was a new Integrated Wealth Concepts position in Q2 2026.
BondBloxx Private Credit CLO ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3549 holding.
77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.