PA
PCMM

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

Pineridge 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
2025
Q3 		– Sell
-350
Closed -$17.6K – 596
2025
Q2 		$17.6K Hold
350
– – 0.01% 170
2025
Q1 		$17.8K Buy
+350
New +$17.8K 0.01% 185

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pineridge Advisors's PCMM Position: Q3 2025 in Review

Pineridge Advisors sold out of BondBloxx Private Credit CLO ETF (PCMM) in Q3 2025, closing a stake of 350 shares — an estimated $17.6K sold.

Pineridge Advisors first reported a position in PCMM in Q1 2025 and held it in 2 quarters. The position peaked at $17.8K in Q1 2025. 55 funds tracked by Wall St. Rank hold PCMM as of Q3 2025.

  • Pineridge Advisors reported no remaining BondBloxx Private Credit CLO ETF position as of Q3 2025 after selling out during the quarter.
  • Pineridge Advisors sold 350 BondBloxx Private Credit CLO ETF shares in Q3 2025, an estimated $17.6K.
  • Pineridge Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and held it in 2 quarters.
  • Pineridge Advisors's BondBloxx Private Credit CLO ETF position peaked at $17.8K in Q1 2025.
  • 55 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.