MFG
PCMM

Magnus Financial Group’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Magnus Financial Group’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 		– Sell
-9,023
Closed -$452K – 445
2025
Q4 		$452K Sell
9,023
-29,243
-76% -$1.47M 0.03% 272
2025
Q3 		$1.94M Buy
38,266
+10,725
+39% +$542K 0.15% 113
2025
Q2 		$1.39M Buy
27,541
+6,481
+31% +$327K 0.12% 128
2025
Q1 		$1.07M Buy
+21,060
New +$1.07M 0.1% 150

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 $154M AUM
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Magnus Financial Group's PCMM Position: Q1 2026 in Review

Magnus Financial Group sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q1 2026, closing a stake of 9,023 shares — an estimated $452K sold.

Magnus Financial Group first reported a position in PCMM in Q1 2025 and held it in 4 quarters. The position peaked at $1.94M in Q3 2025. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Magnus Financial Group reported no remaining BondBloxx Private Credit CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Magnus Financial Group sold 9,023 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $452K.
  • Magnus Financial Group first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and held it in 4 quarters.
  • Magnus Financial Group's BondBloxx Private Credit CLO ETF position peaked at $1.94M in Q3 2025.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.