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
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
OA
Oasis Advisors Forest City, Iowa $509M AUM
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

&Partners's PCMM Position: Q1 2026 in Review

&Partners increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 20% in Q1 2026, buying an estimated $1.4M and bringing the position to 167,401 shares worth $8.24M. The position accounts for 0.04% of the portfolio, ranked #383.

&Partners first reported a position in PCMM in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • &Partners held 167,401 shares of BondBloxx Private Credit CLO ETF worth $8.24M as of Q1 2026.
  • &Partners bought 28,028 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $1.4M.
  • BondBloxx Private Credit CLO ETF made up 0.04% of &Partners's portfolio in Q1 2026, its #383 holding.
  • &Partners first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.