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
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
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 $336M AUM 19.52% 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

Kingsview Wealth Management's PCMM Position: Q1 2026 in Review

Kingsview Wealth Management increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 15% in Q1 2026, buying an estimated $210K and bringing the position to 32,277 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #557.

Kingsview Wealth Management first reported a position in PCMM in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Kingsview Wealth Management held 32,277 shares of BondBloxx Private Credit CLO ETF worth $1.59M as of Q1 2026.
  • Kingsview Wealth Management bought 4,189 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $210K.
  • BondBloxx Private Credit CLO ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #557 holding.
  • Kingsview Wealth Management first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.