Osaic Holdings
PCMM

Osaic Holdings’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Osaic Holdings’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 		– Sell
-105
Closed -$5.16K – 8222
2026
Q1 		$5.16K Hold
105
– – ﹤0.01% 6666
2025
Q4 		$5.26K Buy
+105
New +$5.28K ﹤0.01% 6679

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

Osaic Holdings's PCMM Position: Q2 2026 in Review

Osaic Holdings sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q2 2026, closing a stake of 105 shares — an estimated $5.16K sold.

Osaic Holdings first reported a position in PCMM in Q4 2025 and held it in 2 quarters. The position peaked at $5.26K in Q4 2025. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Osaic Holdings reported no remaining BondBloxx Private Credit CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Osaic Holdings sold 105 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $5.16K.
  • Osaic Holdings first reported a position in BondBloxx Private Credit CLO ETF in Q4 2025 and held it in 2 quarters.
  • Osaic Holdings's BondBloxx Private Credit CLO ETF position peaked at $5.26K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.