Lord & Richards Wealth Management’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Lord & Richards 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 Q3	–	Sell	-45,298	Closed	-$2.26M	–	84
2026 Q2	$2.26M	Sell	45,298 -1,138	-2%	-$56.4K	1.77%	16
2026 Q1	$2.28M	Sell	46,436 -514	-1%	-$25.7K	2%	13
2025 Q4	$2.35M	Buy	46,950 +3,277	+8%	+$165K	2.02%	13
2025 Q3	$2.21M	Buy	+43,673	New	+$2.21M	2.02%	12

Other funds holding PCMM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vavra Capital Management Collegeville, Pennsylvania $115M AUM 11.8% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Lord & Richards Wealth Management's PCMM Position: Q3 2026 in Review

Lord & Richards Wealth Management sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q3 2026, closing a stake of 45,298 shares — an estimated $2.26M sold.

Lord & Richards Wealth Management first reported a position in PCMM in Q3 2025 and held it in 4 quarters. The position peaked at $2.35M in Q4 2025. 19 funds tracked by Wall St. Rank hold PCMM as of Q3 2026.

Lord & Richards Wealth Management reported no remaining BondBloxx Private Credit CLO ETF position as of Q3 2026 after selling out during the quarter.
Lord & Richards Wealth Management sold 45,298 BondBloxx Private Credit CLO ETF shares in Q3 2026, an estimated $2.26M.
Lord & Richards Wealth Management first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and held it in 4 quarters.
Lord & Richards Wealth Management's BondBloxx Private Credit CLO ETF position peaked at $2.35M in Q4 2025.
19 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.