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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

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

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LRWM

Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 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. 34 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.
34 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.