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Prime Capital Investment Advisors’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Prime Capital Investment 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 		$1.28M Sell
25,709
-866
-3% -$42.9K 0.01% 473
2026
Q1 		$1.31M Sell
26,575
-10,113
-28% -$506K 0.02% 446
2025
Q4 		$1.84M Sell
36,688
-328
-0.9% -$16.5K 0.02% 365
2025
Q3 		$1.87M Sell
37,016
-10
-0% -$506 0.02% 352
2025
Q2 		$1.87M Buy
+37,026
New +$1.87M 0.02% 341

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $357M AUM 15.82% 1-Year Est. Return

Prime Capital Investment Advisors's PCMM Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its BondBloxx Private Credit CLO ETF (PCMM) stake by 3.3% in Q2 2026, selling an estimated $42.9K and leaving 25,709 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #473.

Prime Capital Investment Advisors first reported a position in PCMM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.87M in Q3 2025. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Prime Capital Investment Advisors held 25,709 shares of BondBloxx Private Credit CLO ETF worth $1.28M as of Q2 2026.
  • Prime Capital Investment Advisors sold 866 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $42.9K.
  • BondBloxx Private Credit CLO ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #473 holding.
  • Prime Capital Investment Advisors first reported a position in BondBloxx Private Credit CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • Prime Capital Investment Advisors's BondBloxx Private Credit CLO ETF position peaked at $1.87M in Q3 2025.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.