KWM
PCMM

Kingsview Wealth Management’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Kingsview Wealth Management’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 		$1.16M Sell
23,296
-8,981
-28% -$445K 0.01% 709
2026
Q1 		$1.59M Buy
32,277
+4,189
+15% +$210K 0.02% 557
2025
Q4 		$1.41M Buy
28,088
+14,024
+100% +$705K 0.02% 546
2025
Q3 		$711K Buy
+14,064
New +$711K 0.01% 703

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

Kingsview Wealth Management's PCMM Position: Q2 2026 in Review

Kingsview Wealth Management reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 28% in Q2 2026, selling an estimated $445K and leaving 23,296 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #709.

Kingsview Wealth Management first reported a position in PCMM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.59M in Q1 2026. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Kingsview Wealth Management held 23,296 shares of BondBloxx Private Credit CLO ETF worth $1.16M as of Q2 2026.
  • Kingsview Wealth Management sold 8,981 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $445K.
  • BondBloxx Private Credit CLO ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #709 holding.
  • Kingsview Wealth Management first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • Kingsview Wealth Management's BondBloxx Private Credit CLO ETF position peaked at $1.59M in Q1 2026.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.