RRMM
PCMM

Regatta Research & Money Management’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Regatta Research & Money 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 		$26.8K Buy
+538
New +$26.7K 0.03% 365

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
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Regatta Research & Money Management's PCMM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in BondBloxx Private Credit CLO ETF (PCMM) in Q2 2026: 538 shares worth $26.8K. The stake represents 0.03% of the portfolio and ranks #365 among its holdings.

59 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Regatta Research & Money Management held 538 shares of BondBloxx Private Credit CLO ETF worth $26.8K as of Q2 2026.
  • BondBloxx Private Credit CLO ETF was a new Regatta Research & Money Management position in Q2 2026.
  • BondBloxx Private Credit CLO ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #365 holding.
  • 59 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.