NewEdge Wealth’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

NewEdge Wealth’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	$4.63M	Sell	92,818 -3,682	-4%	-$183K	0.05%	255
2026 Q1	$4.74M	Buy	96,500 +5,705	+6%	+$285K	0.06%	225
2025 Q4	$4.55M	Buy	90,795 +100	+0.1%	+$5.02K	0.05%	251
2025 Q3	$4.55M	Buy	90,695 +19,864	+28%	+$1M	0.07%	226
2025 Q2	$3.58M	Buy	+70,831	New	+$3.57M	0.06%	261

Other funds holding PCMM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NewEdge Wealth's PCMM Position: Q2 2026 in Review

NewEdge Wealth reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 3.8% in Q2 2026, selling an estimated $183K and leaving 92,818 shares worth $4.63M. The position accounts for 0.05% of the portfolio, ranked #255.

NewEdge Wealth first reported a position in PCMM in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.74M in Q1 2026. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

NewEdge Wealth held 92,818 shares of BondBloxx Private Credit CLO ETF worth $4.63M as of Q2 2026.
NewEdge Wealth sold 3,682 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $183K.
BondBloxx Private Credit CLO ETF made up 0.05% of NewEdge Wealth's portfolio in Q2 2026, its #255 holding.
NewEdge Wealth first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and has held it in 5 quarters since.
NewEdge Wealth's BondBloxx Private Credit CLO ETF position peaked at $4.74M in Q1 2026.
77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.