OPWM
PCMM

Oregon Pacific Wealth Management’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Oregon Pacific Wealth Management’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
2025
Q3 		– Sell
-25,405
Closed -$1.28M – 155
2025
Q2 		$1.28M Sell
25,405
-796
-3% -$40.2K 1.21% 17
2025
Q1 		$1.33M Buy
+26,201
New +$1.33M 1.33% 15

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Oregon Pacific Wealth Management's PCMM Position: Q3 2025 in Review

Oregon Pacific Wealth Management sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q3 2025, closing a stake of 25,405 shares — an estimated $1.28M sold.

Oregon Pacific Wealth Management first reported a position in PCMM in Q1 2025 and held it in 2 quarters. The position peaked at $1.33M in Q1 2025. 55 funds tracked by Wall St. Rank hold PCMM as of Q3 2025.

  • Oregon Pacific Wealth Management reported no remaining BondBloxx Private Credit CLO ETF position as of Q3 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 25,405 BondBloxx Private Credit CLO ETF shares in Q3 2025, an estimated $1.28M.
  • Oregon Pacific Wealth Management first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and held it in 2 quarters.
  • Oregon Pacific Wealth Management's BondBloxx Private Credit CLO ETF position peaked at $1.33M in Q1 2025.
  • 55 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.