LSPW
PCMM

Lake Street Private Wealth’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Lake Street Private Wealth’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 		$687K Sell
13,977
-1,004
-7% -$50.2K 0.09% 142
2025
Q4 		$751K Buy
14,981
+207
+1% +$10.4K 0.09% 140
2025
Q3 		$747K Buy
14,774
+11
+0.1% +$556 0.1% 132
2025
Q2 		$744K Buy
14,763
+602
+4% +$30.4K 0.11% 123
2025
Q1 		$721K Buy
+14,161
New +$720K 0.12% 121

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

Lake Street Private Wealth's PCMM Position: Q1 2026 in Review

Lake Street Private Wealth reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 6.7% in Q1 2026, selling an estimated $50.2K and leaving 13,977 shares worth $687K. The position accounts for 0.09% of the portfolio, ranked #142.

Lake Street Private Wealth first reported a position in PCMM in Q1 2025 and has held it in 5 quarters since. The position peaked at $751K in Q4 2025. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Lake Street Private Wealth held 13,977 shares of BondBloxx Private Credit CLO ETF worth $687K as of Q1 2026.
  • Lake Street Private Wealth sold 1,004 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $50.2K.
  • BondBloxx Private Credit CLO ETF made up 0.09% of Lake Street Private Wealth's portfolio in Q1 2026, its #142 holding.
  • Lake Street Private Wealth first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and has held it in 5 quarters since.
  • Lake Street Private Wealth's BondBloxx Private Credit CLO ETF position peaked at $751K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.