OA
PCMM

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
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

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

Oasis Advisors's PCMM Position: Q2 2026 in Review

Oasis Advisors reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 94% in Q2 2026, selling an estimated $15M and leaving 20,696 shares worth $1.03M. The position accounts for 0.67% of the portfolio, ranked #28.

Oasis Advisors first reported a position in PCMM in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.9M in Q1 2026. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Oasis Advisors held 20,696 shares of BondBloxx Private Credit CLO ETF worth $1.03M as of Q2 2026.
  • Oasis Advisors sold 302,332 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $15M.
  • BondBloxx Private Credit CLO ETF made up 0.67% of Oasis Advisors's portfolio in Q2 2026, its #28 holding.
  • Oasis Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • Oasis Advisors's BondBloxx Private Credit CLO ETF position peaked at $15.9M in Q1 2026.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.