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
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

Paladin Wealth's PCMM Position: Q2 2026 in Review

Paladin Wealth reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 24% in Q2 2026, selling an estimated $336K and leaving 21,352 shares worth $1.06M. The position accounts for 0.62% of the portfolio, ranked #48.

Paladin Wealth first reported a position in PCMM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.38M in Q1 2026. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Paladin Wealth held 21,352 shares of BondBloxx Private Credit CLO ETF worth $1.06M as of Q2 2026.
  • Paladin Wealth sold 6,775 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $336K.
  • BondBloxx Private Credit CLO ETF made up 0.62% of Paladin Wealth's portfolio in Q2 2026, its #48 holding.
  • Paladin Wealth first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and has held it in 6 quarters since.
  • Paladin Wealth's BondBloxx Private Credit CLO ETF position peaked at $1.38M in Q1 2026.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.