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 Q3	$1.3M	Buy	25,899 +2,095	+9%	+$104K	0.02%	552
2026 Q2	$1.19M	Buy	23,804 +7,112	+43%	+$353K	0.02%	585
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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Impact Partnership Wealth Marietta, Georgia $1.14B AUM 10.21% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

Mutual Advisors's PCMM Position: Q3 2026 in Review

Mutual Advisors increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 8.8% in Q3 2026, buying an estimated $104K and bringing the position to 25,899 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #552.

Mutual Advisors first reported a position in PCMM in Q3 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold PCMM as of Q3 2026.

Mutual Advisors held 25,899 shares of BondBloxx Private Credit CLO ETF worth $1.3M as of Q3 2026.
Mutual Advisors bought 2,095 BondBloxx Private Credit CLO ETF shares in Q3 2026, an estimated $104K.
BondBloxx Private Credit CLO ETF made up 0.02% of Mutual Advisors's portfolio in Q3 2026, its #552 holding.
Mutual Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 5 quarters since.
53 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.