PWA
PCMM

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

Physician Wealth Advisors’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 		$27.4K Buy
550
+20
+4% +$992 ﹤0.01% 576
2026
Q1 		$26.1K Sell
530
-20
-4% -$1K ﹤0.01% 564
2025
Q4 		$27.6K Buy
550
+150
+38% +$7.54K ﹤0.01% 507
2025
Q3 		$20.2K Hold
400
– – ﹤0.01% 572
2025
Q2 		$20.2K Buy
+400
New +$20.2K ﹤0.01% 515

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

Physician Wealth Advisors's PCMM Position: Q2 2026 in Review

Physician Wealth Advisors increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 3.8% in Q2 2026, buying an estimated $992 and bringing the position to 550 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Physician Wealth Advisors first reported a position in PCMM in Q2 2025 and has held it in 5 quarters since. The position peaked at $27.6K in Q4 2025. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Physician Wealth Advisors held 550 shares of BondBloxx Private Credit CLO ETF worth $27.4K as of Q2 2026.
  • Physician Wealth Advisors bought 20 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $992.
  • BondBloxx Private Credit CLO ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #576 holding.
  • Physician Wealth Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's BondBloxx Private Credit CLO ETF position peaked at $27.6K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.