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
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

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

Mutual Advisors's PCMM Position: Q2 2026 in Review

Mutual Advisors increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 43% in Q2 2026, buying an estimated $353K and bringing the position to 23,804 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #585.

Mutual Advisors first reported a position in PCMM in Q3 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Mutual Advisors held 23,804 shares of BondBloxx Private Credit CLO ETF worth $1.19M as of Q2 2026.
  • Mutual Advisors bought 7,112 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $353K.
  • BondBloxx Private Credit CLO ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #585 holding.
  • Mutual Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.