Orion Portfolio Solutions’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Orion Portfolio Solutions’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 Q1	$3.37M	Buy	+66,205	New	+$3.37M	0.03%	481

Other funds holding PCMM

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

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

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Orion Portfolio Solutions's PCMM Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in BondBloxx Private Credit CLO ETF (PCMM) in Q1 2025: 66,205 shares worth $3.37M. The stake represents 0.03% of the portfolio and ranks #481 among its holdings.

27 funds tracked by Wall St. Rank hold PCMM as of Q1 2025.

Orion Portfolio Solutions held 66,205 shares of BondBloxx Private Credit CLO ETF worth $3.37M as of Q1 2025.
BondBloxx Private Credit CLO ETF was a new Orion Portfolio Solutions position in Q1 2025.
BondBloxx Private Credit CLO ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #481 holding.
27 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.