PW
PCMM

Paladin Wealth’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Paladin Wealth’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 		$1.06M Sell
21,352
-6,775
-24% -$336K 0.62% 48
2026
Q1 		$1.38M Buy
28,127
+3,331
+13% +$167K 0.95% 28
2025
Q4 		$1.24M Buy
24,796
+2,621
+12% +$132K 0.85% 35
2025
Q3 		$1.12M Buy
22,175
+2,830
+15% +$143K 0.81% 42
2025
Q2 		$975K Buy
19,345
+2,580
+15% +$130K 0.76% 49
2025
Q1 		$853K Buy
+16,765
New +$852K 0.77% 53

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return