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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
Q2 		$613K Sell
12,285
-1,692
-12% -$83.9K 0.07% 156
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 $7B AUM 14.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $357M AUM 15.82% 1-Year Est. Return

Lake Street Private Wealth's PCMM Position: Q2 2026 in Review

Lake Street Private Wealth reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 12% in Q2 2026, selling an estimated $83.9K and leaving 12,285 shares worth $613K. The position accounts for 0.07% of the portfolio, ranked #156.

Lake Street Private Wealth first reported a position in PCMM in Q1 2025 and has held it in 6 quarters since. The position peaked at $751K in Q4 2025. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Lake Street Private Wealth held 12,285 shares of BondBloxx Private Credit CLO ETF worth $613K as of Q2 2026.
  • Lake Street Private Wealth sold 1,692 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $83.9K.
  • BondBloxx Private Credit CLO ETF made up 0.07% of Lake Street Private Wealth's portfolio in Q2 2026, its #156 holding.
  • Lake Street Private Wealth first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and has held it in 6 quarters since.
  • Lake Street Private Wealth's BondBloxx Private Credit CLO ETF position peaked at $751K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.