LRWM
PCMM

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
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

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

Lord & Richards Wealth Management's PCMM Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 2.5% in Q2 2026, selling an estimated $56.4K and leaving 45,298 shares worth $2.26M. The position accounts for 1.77% of the portfolio, ranked #16.

Lord & Richards Wealth Management first reported a position in PCMM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.35M in Q4 2025. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Lord & Richards Wealth Management held 45,298 shares of BondBloxx Private Credit CLO ETF worth $2.26M as of Q2 2026.
  • Lord & Richards Wealth Management sold 1,138 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $56.4K.
  • BondBloxx Private Credit CLO ETF made up 1.77% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Lord & Richards Wealth Management first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • Lord & Richards Wealth Management's BondBloxx Private Credit CLO ETF position peaked at $2.35M in Q4 2025.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.