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

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Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return