KPWS
PCMM

Kestra Private Wealth Services’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Kestra Private Wealth Services’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 		$366K Buy
7,333
+721
+11% +$35.8K ﹤0.01% 1411
2026
Q1 		$325K Buy
+6,612
New +$331K ﹤0.01% 1416

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 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
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Vavra Capital Management Collegeville, Pennsylvania $114M AUM

Kestra Private Wealth Services's PCMM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 11% in Q2 2026, buying an estimated $35.8K and bringing the position to 7,333 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Kestra Private Wealth Services first reported a position in PCMM in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Kestra Private Wealth Services held 7,333 shares of BondBloxx Private Credit CLO ETF worth $366K as of Q2 2026.
  • Kestra Private Wealth Services bought 721 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $35.8K.
  • BondBloxx Private Credit CLO ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1411 holding.
  • Kestra Private Wealth Services first reported a position in BondBloxx Private Credit CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.