MFS
PCMM

Mattson Financial Services’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Mattson Financial Services’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 		$3.07M Sell
62,014
-23,515
-27% -$1.17M 0.64% 47
2026
Q1 		$4.21M Buy
85,529
+9,169
+12% +$459K 1% 24
2025
Q4 		$3.83M Buy
76,360
+10,215
+15% +$513K 0.89% 34
2025
Q3 		$3.34M Buy
66,145
+3,301
+5% +$167K 0.8% 42
2025
Q2 		$3.17M Buy
62,844
+3,388
+6% +$171K 0.85% 35
2025
Q1 		$3.03M Buy
+59,456
New +$3.02M 0.91% 34

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

Mattson Financial Services's PCMM Position: Q2 2026 in Review

Mattson Financial Services reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 27% in Q2 2026, selling an estimated $1.17M and leaving 62,014 shares worth $3.07M. The position accounts for 0.64% of the portfolio, ranked #47.

Mattson Financial Services first reported a position in PCMM in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.21M in Q1 2026. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Mattson Financial Services held 62,014 shares of BondBloxx Private Credit CLO ETF worth $3.07M as of Q2 2026.
  • Mattson Financial Services sold 23,515 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $1.17M.
  • BondBloxx Private Credit CLO ETF made up 0.64% of Mattson Financial Services's portfolio in Q2 2026, its #47 holding.
  • Mattson Financial Services first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and has held it in 6 quarters since.
  • Mattson Financial Services's BondBloxx Private Credit CLO ETF position peaked at $4.21M in Q1 2026.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.