MA
PCMM

Mutual Advisors’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Mutual Advisors’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 		$821K Sell
16,692
-5,534
-25% -$277K 0.02% 673
2025
Q4 		$1.11M Buy
22,226
+2,804
+14% +$141K 0.02% 544
2025
Q3 		$977K Buy
+19,422
New +$982K 0.02% 579

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 $509M AUM
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Mutual Advisors's PCMM Position: Q1 2026 in Review

Mutual Advisors reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 25% in Q1 2026, selling an estimated $277K and leaving 16,692 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #673.

Mutual Advisors first reported a position in PCMM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2025. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Mutual Advisors held 16,692 shares of BondBloxx Private Credit CLO ETF worth $821K as of Q1 2026.
  • Mutual Advisors sold 5,534 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $277K.
  • BondBloxx Private Credit CLO ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #673 holding.
  • Mutual Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 3 quarters since.
  • Mutual Advisors's BondBloxx Private Credit CLO ETF position peaked at $1.11M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.