P
PCMM

&Partners’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

&Partners’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 		$5.82M Sell
117,379
-50,022
-30% -$2.48M 0.02% 544
2026
Q1 		$8.24M Buy
167,401
+28,028
+20% +$1.4M 0.04% 383
2025
Q4 		$6.99M Buy
139,373
+17,275
+14% +$868K 0.04% 393
2025
Q3 		$6.18M Buy
+122,098
New +$6.18M 0.04% 368

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

&Partners's PCMM Position: Q2 2026 in Review

&Partners reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 30% in Q2 2026, selling an estimated $2.48M and leaving 117,379 shares worth $5.82M. The position accounts for 0.02% of the portfolio, ranked #544.

&Partners first reported a position in PCMM in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.24M in Q1 2026. 77 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • &Partners held 117,379 shares of BondBloxx Private Credit CLO ETF worth $5.82M as of Q2 2026.
  • &Partners sold 50,022 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $2.48M.
  • BondBloxx Private Credit CLO ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #544 holding.
  • &Partners first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • &Partners's BondBloxx Private Credit CLO ETF position peaked at $8.24M in Q1 2026.
  • 77 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.