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

Oasis 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	$286K	Sell	5,711 -14,985	-72%	-$746K	0.12%	71
2026 Q2	$1.03M	Sell	20,696 -302,332	-94%	-$15M	0.67%	28
2026 Q1	$15.9M	Buy	323,028 +223,599	+225%	+$11.2M	3.12%	7
2025 Q4	$4.98M	Buy	+99,429	New	+$5M	2.64%	12

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

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

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Oasis Advisors's PCMM Position: Q3 2026 in Review

Oasis Advisors reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 72% in Q3 2026, selling an estimated $746K and leaving 5,711 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #71.

Oasis Advisors first reported a position in PCMM in Q4 2025 and has held it in 4 quarters since. The position peaked at $15.9M in Q1 2026. 41 funds tracked by Wall St. Rank hold PCMM as of Q3 2026.

Oasis Advisors held 5,711 shares of BondBloxx Private Credit CLO ETF worth $286K as of Q3 2026.
Oasis Advisors sold 14,985 BondBloxx Private Credit CLO ETF shares in Q3 2026, an estimated $746K.
BondBloxx Private Credit CLO ETF made up 0.12% of Oasis Advisors's portfolio in Q3 2026, its #71 holding.
Oasis Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and has held it in 4 quarters since.
Oasis Advisors's BondBloxx Private Credit CLO ETF position peaked at $15.9M in Q1 2026.
41 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.