Janney Montgomery Scott
PCMM

Janney Montgomery Scott’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Janney Montgomery Scott’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 		$2.72M Buy
54,467
+21,533
+65% +$1.07M 0.01% 1311
2026
Q1 		$1.62M Buy
32,934
+20,258
+160% +$1.01M ﹤0.01% 1384
2025
Q4 		$635K Buy
+12,676
New +$637K ﹤0.01% 2042

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
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
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

Janney Montgomery Scott's PCMM Position: Q2 2026 in Review

Janney Montgomery Scott increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 65% in Q2 2026, buying an estimated $1.07M and bringing the position to 54,467 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #1311.

Janney Montgomery Scott first reported a position in PCMM in Q4 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Janney Montgomery Scott held 54,467 shares of BondBloxx Private Credit CLO ETF worth $2.72M as of Q2 2026.
  • Janney Montgomery Scott bought 21,533 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $1.07M.
  • BondBloxx Private Credit CLO ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1311 holding.
  • Janney Montgomery Scott first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.